Sugarloaf Wealth Management’s Novartis NVS Stock Holding History

Sugarloaf Wealth Management’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	$52.9K	Hold	544	–	–	0.01%	288
2024 Q3	$62.5K	Hold	544	–	–	0.01%	286
2024 Q2	$57.9K	Buy	544 +3	+0.6%	+$301	0.01%	282
2024 Q1	$52.4K	Hold	541	–	–	0.01%	287
2023 Q4	$54.7K	Hold	541	–	–	0.01%	277
2023 Q3	$55.2K	Hold	541	–	–	0.01%	278
2023 Q2	$54.6K	Hold	541	–	–	0.01%	278
2023 Q1	$49.8K	Sell	541 -145	-21%	-$12.7K	0.01%	293
2022 Q4	$62.2K	Hold	686	–	–	0.02%	253
2022 Q3	$53K	Hold	686	–	–	0.01%	277
2022 Q2	$58K	Hold	686	–	–	0.01%	260
2022 Q1	$60K	Buy	686 +1	+0.1%	+$87	0.01%	256
2021 Q4	$60K	Hold	685	–	–	0.01%	267
2021 Q3	$56K	Sell	685 -60	-8%	-$5.4K	0.01%	253
2021 Q2	$68K	Buy	745 +61	+9%	+$5.43K	0.02%	238
2021 Q1	$58	Buy	684 +1	+0.1%	+$90	0.02%	252
2020 Q4	$64K	Hold	683	–	–	0.02%	227
2020 Q3	$59K	Hold	683	–	–	0.02%	215
2020 Q2	$60K	Hold	683	–	–	0.02%	211
2020 Q1	$56K	Sell	683 -122	-15%	-$10.9K	0.03%	211
2019 Q4	$76K	Buy	+805	New	+$72.2K	0.03%	208

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sugarloaf Wealth Management's NVS Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Novartis (NVS) position steady in Q4 2024 at 544 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #288.

Sugarloaf Wealth Management first reported a position in NVS in Q4 2019 and has held it in 21 quarters since. The position peaked at $76K in Q4 2019. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Sugarloaf Wealth Management held 544 shares of Novartis worth $52.9K as of Q4 2024.
Sugarloaf Wealth Management left its Novartis share count unchanged in Q4 2024.
Novartis made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #288 holding.
Sugarloaf Wealth Management first reported a position in Novartis in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Novartis position peaked at $76K in Q4 2019.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.