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Schechter Investment Advisors’s Novartis NVS Stock Holding History

Schechter Investment Advisors’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 		$1.46M Sell
13,071
-1,355
-9% -$144K 0.12% 172
2024
Q4 		$1.4M Sell
14,426
-1,817
-11% -$194K 0.11% 183
2024
Q3 		$1.87M Buy
16,243
+774
+5% +$87.8K 0.14% 146
2024
Q2 		$1.65M Buy
15,469
+974
+7% +$97.8K 0.12% 156
2024
Q1 		$1.4M Buy
14,495
+1,747
+14% +$179K 0.1% 185
2023
Q4 		$1.29M Buy
12,748
+330
+3% +$31.9K 0.11% 179
2023
Q3 		$1.26M Sell
12,418
-5,885
-32% -$597K 0.12% 181
2023
Q2 		$1.85M Buy
18,303
+1,971
+12% +$197K 0.17% 122
2023
Q1 		$1.5M Sell
16,332
-1,058
-6% -$92.4K 0.14% 175
2022
Q4 		$1.58M Sell
17,390
-1,337
-7% -$113K 0.14% 164
2022
Q3 		$1.42M Sell
18,727
-4,559
-20% -$378K 0.14% 179
2022
Q2 		$1.97M Sell
23,286
-5,098
-18% -$447K 0.19% 97
2022
Q1 		$2.49M Buy
28,384
+379
+1% +$32.8K 0.23% 75
2021
Q4 		$2.45M Buy
+28,005
New +$2.33M 0.22% 83

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

Schechter Investment Advisors's NVS Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Novartis (NVS) stake by 9.4% in Q1 2025, selling an estimated $144K and leaving 13,071 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #172.

Schechter Investment Advisors first reported a position in NVS in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.49M in Q1 2022. 1,356 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Schechter Investment Advisors held 13,071 shares of Novartis worth $1.46M as of Q1 2025.
  • Schechter Investment Advisors sold 1,355 Novartis shares in Q1 2025, an estimated $144K.
  • Novartis made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #172 holding.
  • Schechter Investment Advisors first reported a position in Novartis in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Novartis position peaked at $2.49M in Q1 2022.
  • 1,356 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.