Waldron Private Wealth’s Novartis NVS Stock Holding History

Waldron Private 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
2024 Q4	–	Sell	-2,273	Closed	-$261K	–	437
2024 Q3	$261K	Sell	2,273 -124	-5%	-$14.1K	0.01%	349
2024 Q2	$255K	Sell	2,397 -414	-15%	-$41.6K	0.01%	349
2024 Q1	$272K	Buy	2,811 +601	+27%	+$61.6K	0.01%	338
2023 Q4	$223K	Buy	2,210 +132	+6%	+$12.7K	0.01%	369
2023 Q3	$212K	Buy	+2,078	New	+$211K	0.01%	346
2020 Q1	–	Sell	-2,245	Closed	-$212K	–	278
2019 Q4	$212K	Sell	2,245 -71	-3%	-$6.37K	0.02%	255
2019 Q3	$201K	Buy	+2,316	New	+$208K	0.02%	243
2016 Q1	–	Sell	-3,310	Closed	-$257K	–	173
2015 Q4	$257K	Buy	+3,310	New	+$263K	0.1%	125

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

Waldron Private Wealth's NVS Position: Q4 2024 in Review

Waldron Private Wealth sold out of Novartis (NVS) in Q4 2024, closing a stake of 2,273 shares — an estimated $261K sold.

Waldron Private Wealth first reported a position in NVS in Q4 2015 and held it in 8 quarters. The position peaked at $272K in Q1 2024. 1,340 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

Waldron Private Wealth reported no remaining Novartis position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 2,273 Novartis shares in Q4 2024, an estimated $261K.
Waldron Private Wealth first reported a position in Novartis in Q4 2015 and held it in 8 quarters.
Waldron Private Wealth's Novartis position peaked at $272K in Q1 2024.
1,340 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.