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Cauble & Harre Wealth Management’s Novartis NVS Stock Holding History

Cauble & Harre Wealth Management’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 		$327K Hold
2,085
– – 0.26% 59
2026
Q1 		$309K Hold
2,085
– – 0.25% 61
2025
Q4 		$287K Buy
+2,085
New +$273K 0.24% 59

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cauble & Harre Wealth Management's NVS Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 2,085 shares worth $327K. The position accounts for 0.26% of the portfolio, ranked #59.

Cauble & Harre Wealth Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cauble & Harre Wealth Management held 2,085 shares of Novartis worth $327K as of Q2 2026.
  • Cauble & Harre Wealth Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.26% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Cauble & Harre Wealth Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.