Prudential Financial
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Prudential Financial’s Novartis NVS Stock Holding History

Prudential Financial’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
-34,918
Closed -$4.02M – 2571
2024
Q3 		$4.02M Buy
34,918
+6,993
+25% +$793K 0.01% 1082
2024
Q2 		$2.97M Buy
27,925
+10,214
+58% +$1.03M ﹤0.01% 1180
2024
Q1 		$1.71M Sell
17,711
-7,557
-30% -$775K ﹤0.01% 1538
2023
Q4 		$2.55M Buy
25,268
+2,633
+12% +$254K ﹤0.01% 1286
2023
Q3 		$2.31M Buy
22,635
+4,172
+23% +$423K ﹤0.01% 1282
2023
Q2 		$1.86M Buy
18,463
+5,272
+40% +$527K ﹤0.01% 1447
2023
Q1 		$1.11M Sell
13,191
-2,818
-18% -$246K ﹤0.01% 1687
2022
Q4 		$1.45M Buy
16,009
+5,449
+52% +$459K ﹤0.01% 1499
2022
Q3 		$808K Buy
10,560
+1,126
+12% +$93.3K ﹤0.01% 1859
2022
Q2 		$800K Sell
9,434
-866
-8% -$76K ﹤0.01% 1912
2022
Q1 		$904K Buy
10,300
+1,500
+17% +$130K ﹤0.01% 1923
2021
Q4 		$736K Sell
8,800
-196
-2% -$16.3K ﹤0.01% 2026
2021
Q3 		$751K Sell
8,996
-491
-5% -$44.2K ﹤0.01% 1962
2021
Q2 		$866K Buy
9,487
+387
+4% +$34.5K ﹤0.01% 1896
2021
Q1 		$778K Buy
9,100
+1,422
+19% +$128K ﹤0.01% 1958
2020
Q4 		$725K Buy
7,678
+1,815
+31% +$159K ﹤0.01% 1905
2020
Q3 		$510K Sell
5,863
-609
-9% -$52.8K ﹤0.01% 1950
2020
Q2 		$565K Buy
6,472
+3,208
+98% +$277K ﹤0.01% 1877
2020
Q1 		$269K Buy
3,264
+691
+27% +$61.7K ﹤0.01% 2098
2019
Q4 		$244K Buy
+2,573
New +$231K ﹤0.01% 2272

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

Prudential Financial's NVS Position: Q4 2024 in Review

Prudential Financial sold out of Novartis (NVS) in Q4 2024, closing a stake of 34,918 shares — an estimated $4.02M sold.

Prudential Financial first reported a position in NVS in Q4 2019 and held it in 20 quarters. The position peaked at $4.02M in Q3 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Prudential Financial reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 34,918 Novartis shares in Q4 2024, an estimated $4.02M.
  • Prudential Financial first reported a position in Novartis in Q4 2019 and held it in 20 quarters.
  • Prudential Financial's Novartis position peaked at $4.02M in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.