Harbour Capital Advisors’s Novartis NVS Stock Holding History

Harbour Capital 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	$554K	Sell	3,599 -55	-2%	-$8.24K	0.1%	173
2026 Q1	$538K	Buy	+3,654	New	+$560K	0.1%	175
2020 Q1	–	Sell	-5,293	Closed	-$501K	–	198
2019 Q4	$501K	Buy	+5,293	New	+$475K	0.19%	130
2019 Q2	–	Sell	-4,702	Closed	-$405K	–	214
2019 Q1	$405K	Sell	4,702 -35	-0.7%	-$2.81K	0.18%	134
2018 Q4	$364K	Sell	4,737 -123	-3%	-$9.57K	0.18%	136
2018 Q3	$375K	Sell	4,860 -84	-2%	-$6.21K	0.15%	126
2018 Q2	$331K	Sell	4,944 -84	-2%	-$5.8K	0.14%	163
2018 Q1	$364K	Buy	5,028 +486	+11%	+$37K	0.15%	161
2017 Q4	$342K	Buy	4,542 +296	+7%	+$22.3K	0.14%	169
2017 Q3	$327K	Hold	4,246	–	–	0.14%	177
2017 Q2	$318K	Buy	4,246 +3,124	+278%	+$221K	0.16%	166
2017 Q1	$74.6K	Buy	+1,122	New	+$74.8K	0.03%	330

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harbour Capital Advisors's NVS Position: Q2 2026 in Review

Harbour Capital Advisors reduced its Novartis (NVS) stake by 1.5% in Q2 2026, selling an estimated $8.24K and leaving 3,599 shares worth $554K. The position accounts for 0.1% of the portfolio, ranked #173.

Harbour Capital Advisors first reported a position in NVS in Q1 2017 and has held it in 12 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Harbour Capital Advisors held 3,599 shares of Novartis worth $554K as of Q2 2026.
Harbour Capital Advisors sold 55 Novartis shares in Q2 2026, an estimated $8.24K.
Novartis made up 0.1% of Harbour Capital Advisors's portfolio in Q2 2026, its #173 holding.
Harbour Capital Advisors first reported a position in Novartis in Q1 2017 and has held it in 12 quarters since.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.