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Richard P. Slaughter Associates’s Novartis NVS Stock Holding History

Richard P. Slaughter Associates’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
2025
Q1 		– Sell
-15,024
Closed -$1.46M – 149
2024
Q4 		$1.46M Sell
15,024
-448
-3% -$47.8K 0.33% 79
2024
Q3 		$1.78M Sell
15,472
-561
-3% -$63.7K 0.41% 68
2024
Q2 		$1.71M Buy
16,033
+1,045
+7% +$105K 0.4% 62
2024
Q1 		$1.45M Sell
14,988
-443
-3% -$45.4K 0.35% 76
2023
Q4 		$1.56M Sell
15,431
-507
-3% -$48.9K 0.39% 73
2023
Q3 		$1.62M Buy
15,938
+112
+0.7% +$11.4K 0.43% 62
2023
Q2 		$1.6M Sell
15,826
-539
-3% -$53.9K 0.46% 60
2023
Q1 		$1.51M Sell
16,365
-21
-0.1% -$1.83K 0.49% 59
2022
Q4 		$1.49M Buy
16,386
+419
+3% +$35.3K 0.47% 66
2022
Q3 		$1.21M Buy
15,967
+813
+5% +$67.4K 0.51% 66
2022
Q2 		$1.28M Buy
15,154
+1,020
+7% +$89.5K 0.56% 64
2022
Q1 		$1.24M Buy
14,134
+1,536
+12% +$133K 0.46% 78
2021
Q4 		$1.1M Sell
12,598
-297
-2% -$24.7K 0.39% 90
2021
Q3 		$1.05M Buy
12,895
+1,252
+11% +$113K 0.42% 90
2021
Q2 		$1.06M Sell
11,643
-1
-0% -$89 0.41% 84
2021
Q1 		$995K Sell
11,644
-399
-3% -$35.8K 0.41% 90
2020
Q4 		$1.14M Buy
12,043
+376
+3% +$32.9K 0.48% 60
2020
Q3 		$1.01M Sell
11,667
-1,279
-10% -$111K 0.46% 57
2020
Q2 		$1.13M Buy
12,946
+48
+0.4% +$4.14K 0.49% 58
2020
Q1 		$1.06M Buy
12,898
+557
+5% +$49.7K 0.56% 50
2019
Q4 		$1.17M Buy
+12,341
New +$1.11M 0.47% 65

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Richard P. Slaughter Associates's NVS Position: Q1 2025 in Review

Richard P. Slaughter Associates sold out of Novartis (NVS) in Q1 2025, closing a stake of 15,024 shares — an estimated $1.46M sold.

Richard P. Slaughter Associates first reported a position in NVS in Q4 2019 and held it in 21 quarters. The position peaked at $1.78M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Richard P. Slaughter Associates reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 15,024 Novartis shares in Q1 2025, an estimated $1.46M.
  • Richard P. Slaughter Associates first reported a position in Novartis in Q4 2019 and held it in 21 quarters.
  • Richard P. Slaughter Associates's Novartis position peaked at $1.78M in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2025, filed 10 Apr 2025.