Abel Hall LLC
NVS icon

Abel Hall LLC’s Novartis NVS Stock Holding History

Abel Hall LLC’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
2026
Q3 		$1.75M Sell
12,244
-2,354
-16% -$357K 0.31% 37
2026
Q2 		$2.29M Buy
14,598
+99
+0.7% +$14.8K 0.4% 34
2026
Q1 		$2.21M Buy
14,499
+2,083
+17% +$319K 0.47% 23
2025
Q4 		$1.71M Buy
12,416
+7,523
+154% +$985K 0.4% 32
2025
Q3 		$628K Buy
4,893
+710
+17% +$86.6K 0.25% 61
2025
Q2 		$506K Sell
4,183
-531
-11% -$59.8K 0.23% 79
2025
Q1 		$526K Buy
4,714
+922
+24% +$98.2K 0.32% 49
2024
Q4 		$369K Buy
3,792
+82
+2% +$8.74K 0.24% 72
2024
Q3 		$427K Buy
3,710
+157
+4% +$17.8K 0.28% 58
2024
Q2 		$378K Buy
3,553
+351
+11% +$35.2K 0.27% 62
2024
Q1 		$310K Buy
3,202
+92
+3% +$9.43K 0.23% 73
2023
Q4 		$314K Buy
+3,110
New +$300K 0.27% 66

Other funds holding NVS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Abel Hall LLC's NVS Position: Q3 2026 in Review

Abel Hall LLC reduced its Novartis (NVS) stake by 16% in Q3 2026, selling an estimated $357K and leaving 12,244 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #37.

Abel Hall LLC first reported a position in NVS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q2 2026. 546 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Abel Hall LLC held 12,244 shares of Novartis worth $1.75M as of Q3 2026.
  • Abel Hall LLC sold 2,354 Novartis shares in Q3 2026, an estimated $357K.
  • Novartis made up 0.31% of Abel Hall LLC's portfolio in Q3 2026, its #37 holding.
  • Abel Hall LLC first reported a position in Novartis in Q4 2023 and has held it in 12 quarters since.
  • Abel Hall LLC's Novartis position peaked at $2.29M in Q2 2026.
  • 546 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.