Steward Financial Group’s Novartis NVS Stock Holding History

Steward Financial Group’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
2023 Q3	$4K	Buy	+49	New	+$4.97K	﹤0.01%	747
2023 Q2	–	Sell	-122	Closed	-$11K	–	819
2023 Q1	$11K	Sell	122 -57	-32%	-$4.98K	﹤0.01%	182
2022 Q4	$16K	Buy	+179	New	+$15.1K	0.01%	123
2022 Q3	–	Sell	-122	Closed	-$10K	–	915
2022 Q2	$10K	Buy	+122	New	+$10.7K	0.01%	243

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's NVS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Novartis (NVS) in Q3 2023: 49 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NVS as recently as Q1 2023.

Steward Financial Group first reported a position in NVS in Q2 2022 and has held it in 4 quarters since. The position peaked at $16K in Q4 2022. 1,223 funds tracked by Wall St. Rank hold NVS as of Q3 2023.

Steward Financial Group held 49 shares of Novartis worth $4K as of Q3 2023.
Novartis was a new Steward Financial Group position in Q3 2023.
Novartis made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #747 holding.
Steward Financial Group first reported a position in Novartis in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Novartis position peaked at $16K in Q4 2022.
1,223 funds tracked by Wall St. Rank held Novartis as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.