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Hantz Financial Services’s Novartis NVS Stock Holding History

Hantz Financial 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 		$10.8M Buy
68,779
+2,433
+4% +$365K 0.15% 91
2026
Q1 		$10.1M Buy
66,346
+9,876
+17% +$1.51M 0.15% 92
2025
Q4 		$7.79M Buy
56,470
+15,490
+38% +$2.03M 0.11% 130
2025
Q3 		$5.25M Buy
40,980
+14,342
+54% +$1.75M 0.08% 201
2025
Q2 		$3.22M Buy
26,638
+11,336
+74% +$1.28M 0.05% 264
2025
Q1 		$1.71M Sell
15,302
-562
-4% -$59.8K 0.03% 350
2024
Q4 		$1.54M Sell
15,864
-370
-2% -$39.5K 0.03% 363
2024
Q3 		$1.87M Buy
16,234
+248
+2% +$28.1K 0.03% 353
2024
Q2 		$1.7M Sell
15,986
-8,401
-34% -$843K 0.03% 344
2024
Q1 		$2.36M Sell
24,387
-392
-2% -$40.2K 0.05% 318
2023
Q4 		$2.5M Sell
24,779
-1,303
-5% -$126K 0.05% 304
2023
Q3 		$2.66M Sell
26,082
-4,482
-15% -$455K 0.07% 272
2023
Q2 		$3.08M Buy
30,564
+1,218
+4% +$122K 0.08% 258
2023
Q1 		$2.7M Buy
29,346
+112
+0.4% +$9.78K 0.07% 258
2022
Q4 		$2.65M Sell
29,234
-1,913
-6% -$161K 0.08% 254
2022
Q3 		$2.37M Buy
31,147
+837
+3% +$69.4K 0.08% 255
2022
Q2 		$2.56M Buy
30,310
+1,547
+5% +$136K 0.09% 244
2022
Q1 		$2.52M Buy
28,763
+3,511
+14% +$304K 0.07% 248
2021
Q4 		$2.21M Buy
25,252
+4,898
+24% +$407K 0.06% 259
2021
Q3 		$1.67M Buy
20,354
+3,691
+22% +$332K 0.05% 275
2021
Q2 		$1.52M Buy
16,663
+4,162
+33% +$371K 0.06% 265
2021
Q1 		$1.07M Buy
12,501
+11,175
+843% +$1M 0.04% 276
2020
Q4 		$125K Sell
1,326
-2,108
-61% -$184K 0.01% 446
2020
Q3 		$299K Buy
3,434
+128
+4% +$11.1K 0.02% 347
2020
Q2 		$289K Buy
3,306
+780
+31% +$67.3K 0.02% 333
2020
Q1 		$208K Buy
+2,526
New +$225K 0.01% 345

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

Hantz Financial Services's NVS Position: Q2 2026 in Review

Hantz Financial Services increased its Novartis (NVS) stake by 3.7% in Q2 2026, buying an estimated $365K and bringing the position to 68,779 shares worth $10.8M. The position accounts for 0.15% of the portfolio, ranked #91.

Hantz Financial Services first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hantz Financial Services held 68,779 shares of Novartis worth $10.8M as of Q2 2026.
  • Hantz Financial Services bought 2,433 Novartis shares in Q2 2026, an estimated $365K.
  • Novartis made up 0.15% of Hantz Financial Services's portfolio in Q2 2026, its #91 holding.
  • Hantz Financial Services first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.