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Richard W. Paul & Associates’s Novartis NVS Stock Holding History

Richard W. Paul & 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
-65
Closed -$6.33K – 460
2024
Q4 		$6.33K Hold
65
– – ﹤0.01% 341
2024
Q3 		$7.48K Hold
65
– – ﹤0.01% 327
2024
Q2 		$6.92K Hold
65
– – ﹤0.01% 329
2024
Q1 		$6.29K Hold
65
– – ﹤0.01% 343
2023
Q4 		$6.56K Hold
65
– – ﹤0.01% 338
2023
Q3 		$6.62K Hold
65
– – ﹤0.01% 325
2023
Q2 		$6.56K Hold
65
– – ﹤0.01% 347
2023
Q1 		$5.98K Hold
65
– – ﹤0.01% 361
2022
Q4 		$5.9K Buy
+65
New +$5.47K ﹤0.01% 361

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 W. Paul & Associates's NVS Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Novartis (NVS) in Q1 2025, closing a stake of 65 shares — an estimated $6.33K sold.

Richard W. Paul & Associates first reported a position in NVS in Q4 2022 and held it in 9 quarters. The position peaked at $7.48K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 65 Novartis shares in Q1 2025, an estimated $6.33K.
  • Richard W. Paul & Associates first reported a position in Novartis in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's Novartis position peaked at $7.48K in Q3 2024.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.