Abner Herrman & Brock’s Novartis NVS Stock Holding History

Abner Herrman & Brock’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	$470K	Hold	3,000	–	–	0.04%	73
2026 Q1	$458K	Hold	3,000	–	–	0.05%	70
2025 Q4	$414K	Hold	3,000	–	–	0.04%	78
2025 Q3	$385K	Buy	+3,000	New	+$366K	0.04%	83
2017 Q1	–	Sell	-3,654	Closed	-$243K	–	123
2016 Q4	$243K	Sell	3,654 -35	-0.9%	-$2.27K	0.05%	107
2016 Q3	$261K	Sell	3,689 -27	-0.7%	-$1.97K	0.06%	103
2016 Q2	$274K	Sell	3,716 -869	-19%	-$60K	0.06%	97
2016 Q1	$298K	Buy	+4,585	New	+$312K	0.07%	84
2014 Q4	–	Sell	-3,854	Closed	-$325K	–	95
2014 Q3	$325K	Hold	3,854	–	–	0.1%	84
2014 Q2	$313K	Buy	3,854 +125	+3%	+$9.83K	0.09%	83
2014 Q1	$284K	Buy	+3,729	New	+$272K	0.09%	85

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

GGI

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

QCM

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

MIM

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Abner Herrman & Brock's NVS Position: Q2 2026 in Review

Abner Herrman & Brock held its Novartis (NVS) position steady in Q2 2026 at 3,000 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #73.

Abner Herrman & Brock first reported a position in NVS in Q1 2014 and has held it in 11 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Abner Herrman & Brock held 3,000 shares of Novartis worth $470K as of Q2 2026.
Abner Herrman & Brock left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.04% of Abner Herrman & Brock's portfolio in Q2 2026, its #73 holding.
Abner Herrman & Brock first reported a position in Novartis in Q1 2014 and has held it in 11 quarters since.
285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.