HIMS
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Hager Investment Management Services’s Novartis NVS Stock Holding History

Hager Investment Management Services’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 		$16K Sell
102
-26
-20% -$3.9K 0.01% 223
2026
Q1 		$19.6K Hold
128
– – 0.01% 199
2025
Q4 		$17.6K Buy
128
+42
+49% +$5.5K 0.01% 189
2025
Q3 		$11K Sell
86
-29
-25% -$3.54K 0.01% 211
2025
Q2 		$13.9K Hold
115
– – 0.01% 193
2025
Q1 		$12.8K Hold
115
– – 0.01% 206
2024
Q4 		$11.2K Buy
+115
New +$12.3K 0.01% 203

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

Hager Investment Management Services's NVS Position: Q2 2026 in Review

Hager Investment Management Services reduced its Novartis (NVS) stake by 20% in Q2 2026, selling an estimated $3.9K and leaving 102 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #223.

Hager Investment Management Services first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.6K in Q1 2026. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hager Investment Management Services held 102 shares of Novartis worth $16K as of Q2 2026.
  • Hager Investment Management Services sold 26 Novartis shares in Q2 2026, an estimated $3.9K.
  • Novartis made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #223 holding.
  • Hager Investment Management Services first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Novartis position peaked at $19.6K in Q1 2026.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.