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Planned Solutions’s Novartis NVS Stock Holding History

Planned Solutions’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,145
Closed -$132K – 459
2024
Q3 		$132K Buy
+1,145
New +$130K 0.05% 166
2024
Q1 		– Sell
-310
Closed -$31.3K – 394
2023
Q4 		$31.3K Buy
+310
New +$29.9K 0.01% 339

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Planned Solutions's NVS Position: Q4 2024 in Review

Planned Solutions sold out of Novartis (NVS) in Q4 2024, closing a stake of 1,145 shares — an estimated $132K sold.

Planned Solutions first reported a position in NVS in Q4 2023 and held it in 2 quarters. The position peaked at $132K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Planned Solutions reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,145 Novartis shares in Q4 2024, an estimated $132K.
  • Planned Solutions first reported a position in Novartis in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Novartis position peaked at $132K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.