Canton Hathaway’s Novartis NVS Stock Holding History

Canton Hathaway’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	$22.3K	Hold	142	–	–	﹤0.01%	276
2026 Q1	$21.7K	Buy	+142	New	+$21.8K	﹤0.01%	260
2025 Q4	–	Sell	-159	Closed	-$20K	–	291
2025 Q3	$20K	Buy	+159	New	+$19.4K	﹤0.01%	272
2020 Q4	–	Sell	-1,231	Closed	-$107K	–	311
2020 Q3	$107K	Buy	+1,231	New	+$107K	0.04%	157
2020 Q1	–	Sell	-277	Closed	-$26K	–	183
2019 Q4	$26K	Hold	277	–	–	0.01%	158
2019 Q3	$24K	Hold	277	–	–	0.01%	160
2019 Q2	$25K	Sell	277 -32	-10%	-$2.71K	0.01%	166
2019 Q1	$26K	Buy	+309	New	+$24.8K	0.02%	161

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Canton Hathaway's NVS Position: Q2 2026 in Review

Canton Hathaway held its Novartis (NVS) position steady in Q2 2026 at 142 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Canton Hathaway first reported a position in NVS in Q1 2019 and has held it in 8 quarters since. The position peaked at $107K in Q3 2020. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Canton Hathaway held 142 shares of Novartis worth $22.3K as of Q2 2026.
Canton Hathaway left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Canton Hathaway's portfolio in Q2 2026, its #276 holding.
Canton Hathaway first reported a position in Novartis in Q1 2019 and has held it in 8 quarters since.
Canton Hathaway's Novartis position peaked at $107K in Q3 2020.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Canton Hathaway's 13F filing for Q2 2026, filed 6 Aug 2026.