Halbert Hargrove Global Advisors
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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
Q3 		– Sell
-15
Closed -$2.34K – 596
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

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's NVS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Novartis (NVS) in Q3 2026, closing a stake of 15 shares — an estimated $2.34K sold.

Halbert Hargrove Global Advisors first reported a position in NVS in Q1 2025 and held it in 3 quarters. The position peaked at $7.6K in Q3 2025. 944 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 15 Novartis shares in Q3 2026, an estimated $2.34K.
  • Halbert Hargrove Global Advisors first reported a position in Novartis in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Novartis position peaked at $7.6K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.