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Harbor Investment Advisory’s Novartis NVS Stock Holding History

Harbor Investment Advisory’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 		$258K Hold
1,646
– – 0.02% 376
2026
Q1 		$251K Hold
1,646
– – 0.02% 365
2025
Q4 		$227K Buy
1,646
+11
+0.7% +$1.44K 0.02% 384
2025
Q3 		$210K Sell
1,635
-57
-3% -$6.96K 0.02% 388
2025
Q2 		$205K Sell
1,692
-137
-7% -$15.4K 0.02% 369
2025
Q1 		$204K Hold
1,829
– – 0.02% 368
2024
Q4 		$178K Hold
1,829
– – 0.02% 369
2024
Q3 		$210K Hold
1,829
– – 0.02% 335
2024
Q2 		$195K Sell
1,829
-11
-0.6% -$1.1K 0.02% 336
2024
Q1 		$178K Buy
1,840
+11
+0.6% +$1.13K 0.02% 355
2023
Q4 		$185K Sell
1,829
-36
-2% -$3.48K 0.02% 334
2023
Q3 		$190K Buy
1,865
+93
+5% +$9.44K 0.02% 315
2023
Q2 		$179K Sell
1,772
-123
-6% -$12.3K 0.02% 364
2023
Q1 		$174K Hold
1,895
– – 0.03% 372
2022
Q4 		$172K Sell
1,895
-40
-2% -$3.37K 0.03% 369
2022
Q3 		$147K Hold
1,935
– – 0.02% 386
2022
Q2 		$164K Hold
1,935
– – 0.03% 371
2022
Q1 		$170K Buy
1,935
+122
+7% +$10.6K 0.02% 404
2021
Q4 		$159K Hold
1,813
– – 0.02% 421
2021
Q3 		$148K Hold
1,813
– – 0.02% 433
2021
Q2 		$165K Buy
1,813
+78
+4% +$6.95K 0.02% 397
2021
Q1 		$148K Sell
1,735
-314
-15% -$28.2K 0.02% 397
2020
Q4 		$193K Sell
2,049
-130
-6% -$11.4K 0.03% 317
2020
Q3 		$189K Sell
2,179
-517
-19% -$44.8K 0.04% 286
2020
Q2 		$235K Buy
2,696
+78
+3% +$6.73K 0.05% 244
2020
Q1 		$216K Buy
2,618
+14
+0.5% +$1.25K 0.06% 224
2019
Q4 		$247K Buy
+2,604
New +$234K 0.06% 227

Other funds holding NVS

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Investment Advisory's NVS Position: Q2 2026 in Review

Harbor Investment Advisory held its Novartis (NVS) position steady in Q2 2026 at 1,646 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #376.

Harbor Investment Advisory first reported a position in NVS in Q4 2019 and has held it in 27 quarters since. 545 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Harbor Investment Advisory held 1,646 shares of Novartis worth $258K as of Q2 2026.
  • Harbor Investment Advisory left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #376 holding.
  • Harbor Investment Advisory first reported a position in Novartis in Q4 2019 and has held it in 27 quarters since.
  • 545 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.