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 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%	-$59.9K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Abel Hall LLC's NVS Position: Q2 2026 in Review

Abel Hall LLC increased its Novartis (NVS) stake by 0.68% in Q2 2026, buying an estimated $14.8K and bringing the position to 14,598 shares worth $2.29M. The position accounts for 0.4% of the portfolio, ranked #34.

Abel Hall LLC first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 605 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Abel Hall LLC held 14,598 shares of Novartis worth $2.29M as of Q2 2026.
Abel Hall LLC bought 99 Novartis shares in Q2 2026, an estimated $14.8K.
Novartis made up 0.4% of Abel Hall LLC's portfolio in Q2 2026, its #34 holding.
Abel Hall LLC first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
605 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.