WR Wealth Planners’s Novartis NVS Stock Holding History

WR Wealth Planners’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	$5.25K	Buy	54 +3	+6%	+$320	﹤0.01%	691
2024 Q3	$5.87K	Sell	51 -16	-24%	-$1.81K	﹤0.01%	716
2024 Q2	$7.13K	Sell	67 -149	-69%	-$15K	﹤0.01%	657
2024 Q1	$20.9K	Buy	+216	New	+$22.1K	0.01%	443
2023 Q4	–	Sell	-82	Closed	-$8.35K	–	626
2023 Q3	$8.35K	Sell	82 -8	-9%	-$812	﹤0.01%	606
2023 Q2	$9.08K	Hold	90	–	–	﹤0.01%	595
2023 Q1	$8.28K	Buy	+90	New	+$7.86K	﹤0.01%	597
2022 Q4	–	Sell	-219	Closed	-$16.6K	–	530
2022 Q3	$16.6K	Hold	219	–	–	0.01%	216
2022 Q2	$18.5K	Hold	219	–	–	0.01%	236
2022 Q1	$19.2K	Buy	+219	New	+$19K	0.01%	235

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

WR Wealth Planners's NVS Position: Q4 2024 in Review

WR Wealth Planners increased its Novartis (NVS) stake by 5.9% in Q4 2024, buying an estimated $320 and bringing the position to 54 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

WR Wealth Planners first reported a position in NVS in Q1 2022 and has held it in 10 quarters since. The position peaked at $20.9K in Q1 2024. 1,341 funds tracked by Wall St. Rank hold NVS as of Q4 2024.

WR Wealth Planners held 54 shares of Novartis worth $5.25K as of Q4 2024.
WR Wealth Planners bought 3 Novartis shares in Q4 2024, an estimated $320.
Novartis made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #691 holding.
WR Wealth Planners first reported a position in Novartis in Q1 2022 and has held it in 10 quarters since.
WR Wealth Planners's Novartis position peaked at $20.9K in Q1 2024.
1,341 funds tracked by Wall St. Rank held Novartis as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.