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Harbour Investments’s Novartis NVS Stock Holding History

Harbour Investments’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 		$1.03M Sell
6,599
-3,200
-33% -$480K 0.01% 800
2026
Q1 		$1.5M Buy
9,799
+2,402
+32% +$368K 0.02% 603
2025
Q4 		$1.02M Buy
7,397
+1,481
+25% +$194K 0.02% 602
2025
Q3 		$759K Buy
5,916
+33
+0.6% +$4.03K 0.02% 662
2025
Q2 		$712K Sell
5,883
-408
-6% -$46K 0.02% 650
2025
Q1 		$701K Sell
6,291
-1,174
-16% -$125K 0.02% 605
2024
Q4 		$726K Sell
7,465
-29
-0.4% -$3.09K 0.02% 581
2024
Q3 		$862K Sell
7,494
-5
-0.1% -$567 0.03% 494
2024
Q2 		$798K Buy
7,499
+273
+4% +$27.4K 0.03% 472
2024
Q1 		$699K Buy
7,226
+51
+0.7% +$5.23K 0.02% 489
2023
Q4 		$724K Buy
7,175
+164
+2% +$15.8K 0.03% 439
2023
Q3 		$714K Sell
7,011
-186
-3% -$18.9K 0.04% 404
2023
Q2 		$726K Sell
7,197
-284
-4% -$28.4K 0.04% 412
2023
Q1 		$688K Buy
7,481
+419
+6% +$36.6K 0.04% 398
2022
Q4 		$641K Buy
7,062
+4,216
+148% +$355K 0.04% 396
2022
Q3 		$241K Hold
2,846
– – 0.02% 627
2022
Q2 		$241K Buy
+2,846
New +$250K 0.02% 627
2021
Q4 		$235K Sell
2,682
-2,361
-47% -$196K 0.01% 659
2021
Q3 		$412K Buy
5,043
+307
+6% +$27.6K 0.01% 722
2021
Q2 		$432K Buy
4,736
+30
+0.6% +$2.67K 0.01% 741
2021
Q1 		$402K Buy
+4,706
New +$422K 0.01% 694

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

Harbour Investments's NVS Position: Q2 2026 in Review

Harbour Investments reduced its Novartis (NVS) stake by 33% in Q2 2026, selling an estimated $480K and leaving 6,599 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #800.

Harbour Investments first reported a position in NVS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.5M in Q1 2026. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Harbour Investments held 6,599 shares of Novartis worth $1.03M as of Q2 2026.
  • Harbour Investments sold 3,200 Novartis shares in Q2 2026, an estimated $480K.
  • Novartis made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #800 holding.
  • Harbour Investments first reported a position in Novartis in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Novartis position peaked at $1.5M in Q1 2026.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.