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Halbert Hargrove Global Advisors’s Novartis NVS Stock Holding History

Halbert Hargrove Global Advisors’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 		$2.34K Buy
+15
New +$2.25K ﹤0.01% 377
2025
Q4 		– Sell
-59
Closed -$7.6K – 626
2025
Q3 		$7.6K Buy
+59
New +$7.2K ﹤0.01% 361
2025
Q2 		– Sell
-3
Closed -$335 – 536
2025
Q1 		$335 Buy
+3
New +$319 ﹤0.01% 544

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

Halbert Hargrove Global Advisors's NVS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Novartis (NVS) in Q2 2026: 15 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in NVS as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in NVS in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.6K in Q3 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Halbert Hargrove Global Advisors held 15 shares of Novartis worth $2.34K as of Q2 2026.
  • Novartis was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Novartis made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #377 holding.
  • Halbert Hargrove Global Advisors first reported a position in Novartis in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's Novartis position peaked at $7.6K in Q3 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.