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Strategic Blueprint’s Novartis NVS Stock Holding History

Strategic Blueprint’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
-1,802
Closed -$207K – 691
2024
Q3 		$207K Buy
+1,802
New +$204K 0.01% 617
2023
Q4 		– Sell
-2,077
Closed -$212K – 579
2023
Q3 		$212K Sell
2,077
-98
-5% -$9.95K 0.02% 502
2023
Q2 		$219K Buy
+2,175
New +$218K 0.02% 498
2023
Q1 		– Sell
-2,545
Closed -$231K – 543
2022
Q4 		$231K Sell
2,545
-90
-3% -$7.58K 0.03% 457
2022
Q3 		$200K Buy
+2,635
New +$218K 0.02% 470
2021
Q3 		– Sell
-132
Closed -$12K – 1013
2021
Q2 		$12K Buy
+132
New +$11.8K ﹤0.01% 929

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

Strategic Blueprint's NVS Position: Q4 2024 in Review

Strategic Blueprint sold out of Novartis (NVS) in Q4 2024, closing a stake of 1,802 shares — an estimated $207K sold.

Strategic Blueprint first reported a position in NVS in Q2 2021 and held it in 6 quarters. The position peaked at $231K in Q4 2022. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Strategic Blueprint reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 1,802 Novartis shares in Q4 2024, an estimated $207K.
  • Strategic Blueprint first reported a position in Novartis in Q2 2021 and held it in 6 quarters.
  • Strategic Blueprint's Novartis position peaked at $231K in Q4 2022.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.