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Transform Wealth’s Novartis NVS Stock Holding History

Transform Wealth’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 		$3.18M Sell
27,573
-330
-1% -$35.1K 0.19% 91
2024
Q4 		$2.72M Sell
27,903
-389
-1% -$41.5K 0.15% 106
2024
Q3 		$3.25M Buy
28,292
+5,141
+22% +$583K 0.22% 83
2024
Q2 		$2.46M Sell
23,151
-495
-2% -$49.7K 0.19% 89
2024
Q1 		$2.38M Sell
23,646
-432
-2% -$44.3K 0.23% 90
2023
Q4 		$2.43M Sell
24,078
-223
-0.9% -$21.5K 0.24% 101
2023
Q3 		$2.48M Buy
+24,301
New +$2.47M 0.26% 93
2021
Q2 		– Sell
-30,574
Closed -$2.61M – 229
2021
Q1 		$2.61M Buy
30,574
+757
+3% +$67.9K 0.52% 67
2020
Q4 		$2.82M Sell
29,817
-14,629
-33% -$1.28M 0.59% 59
2020
Q3 		$3.87M Sell
44,446
-263
-0.6% -$22.8K 0.62% 55
2020
Q2 		$3.9M Buy
44,709
+32,998
+282% +$2.85M 0.67% 55
2020
Q1 		$966K Sell
11,711
-772
-6% -$68.9K 0.21% 105
2019
Q4 		$1.18M Sell
12,483
-580
-4% -$52K 0.19% 110
2019
Q3 		$1.14M Sell
13,063
-543
-4% -$48.8K 0.2% 112
2019
Q2 		$1.24M Sell
13,606
-12,708
-48% -$1.08M 0.18% 120
2019
Q1 		$2.27M Buy
26,314
+2,646
+11% +$212K 0.42% 84
2018
Q4 		$1.82M Sell
23,668
-13,659
-37% -$1.06M 0.37% 83
2018
Q3 		$2.88M Buy
37,327
+15,809
+73% +$1.17M 0.5% 73
2018
Q2 		$1.46M Buy
21,518
+2,249
+12% +$155K 0.26% 109
2018
Q1 		$1.4M Buy
19,269
+924
+5% +$70.3K 0.27% 122
2017
Q4 		$1.38M Buy
18,345
+1,356
+8% +$102K 0.25% 125
2017
Q3 		$1.31M Buy
+16,989
New +$1.28M 0.46% 80
2017
Q2 		– Sell
-15,428
Closed -$1.03M – 123
2017
Q1 		$1.03M Buy
+15,428
New +$1.03M 0.38% 92

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

Transform Wealth's NVS Position: Q1 2025 in Review

Transform Wealth reduced its Novartis (NVS) stake by 1.2% in Q1 2025, selling an estimated $35.1K and leaving 27,573 shares worth $3.18M. The position accounts for 0.19% of the portfolio, ranked #91.

Transform Wealth first reported a position in NVS in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.9M in Q2 2020. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

  • Transform Wealth held 27,573 shares of Novartis worth $3.18M as of Q1 2025.
  • Transform Wealth sold 330 Novartis shares in Q1 2025, an estimated $35.1K.
  • Novartis made up 0.19% of Transform Wealth's portfolio in Q1 2025, its #91 holding.
  • Transform Wealth first reported a position in Novartis in Q1 2017 and has held it in 23 quarters since.
  • Transform Wealth's Novartis position peaked at $3.9M in Q2 2020.
  • 1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.