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 Q3	$428K	Hold	3,000	–	–	0.04%	77
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%	+$9.8K	0.09%	83
2014 Q1	$284K	Buy	+3,729	New	+$272K	0.09%	85

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Abner Herrman & Brock's NVS Position: Q3 2026 in Review

Abner Herrman & Brock held its Novartis (NVS) position steady in Q3 2026 at 3,000 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #77.

Abner Herrman & Brock first reported a position in NVS in Q1 2014 and has held it in 12 quarters since. The position peaked at $470K in Q2 2026. 944 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Abner Herrman & Brock held 3,000 shares of Novartis worth $428K as of Q3 2026.
Abner Herrman & Brock left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.04% of Abner Herrman & Brock's portfolio in Q3 2026, its #77 holding.
Abner Herrman & Brock first reported a position in Novartis in Q1 2014 and has held it in 12 quarters since.
Abner Herrman & Brock's Novartis position peaked at $470K in Q2 2026.
944 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.