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Tortoise Investment Management’s Novartis NVS Stock Holding History

Tortoise Investment 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 		– Sell
-10
Closed -$1.15K – 885
2024
Q3 		$1.15K Buy
+10
New +$1.14K ﹤0.01% 808
2024
Q2 		– Sell
-26
Closed -$2.52K – 900
2024
Q1 		$2.52K Buy
+26
New +$2.67K ﹤0.01% 749
2016
Q3 		– Sell
-195
Closed -$14K – 495
2016
Q2 		$14K Buy
195
+95
+95% +$6.56K ﹤0.01% 278
2016
Q1 		$7K Sell
100
-84
-46% -$5.71K ﹤0.01% 312
2015
Q4 		$14K Buy
184
+84
+84% +$6.67K 0.01% 288
2015
Q3 		$8K Hold
100
– – ﹤0.01% 306
2015
Q2 		$9K Hold
100
– – ﹤0.01% 321
2015
Q1 		$9K Buy
+100
New +$8.87K ﹤0.01% 302
2014
Q3 		– Sell
-558
Closed -$45K – 418
2014
Q2 		$45K Buy
+558
New +$43.9K 0.02% 214

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

Tortoise Investment Management's NVS Position: Q4 2024 in Review

Tortoise Investment Management sold out of Novartis (NVS) in Q4 2024, closing a stake of 10 shares — an estimated $1.15K sold.

Tortoise Investment Management first reported a position in NVS in Q2 2014 and held it in 9 quarters. The position peaked at $45K in Q2 2014. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

  • Tortoise Investment Management reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 10 Novartis shares in Q4 2024, an estimated $1.15K.
  • Tortoise Investment Management first reported a position in Novartis in Q2 2014 and held it in 9 quarters.
  • Tortoise Investment Management's Novartis position peaked at $45K in Q2 2014.
  • 1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.