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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harbour Investments's NVS Position: Q1 2026 in Review

Harbour Investments increased its Novartis (NVS) stake by 32% in Q1 2026, buying an estimated $368K and bringing the position to 9,799 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #603.

Harbour Investments first reported a position in NVS in Q1 2021 and has held it in 20 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Harbour Investments held 9,799 shares of Novartis worth $1.5M as of Q1 2026.
Harbour Investments bought 2,402 Novartis shares in Q1 2026, an estimated $368K.
Novartis made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #603 holding.
Harbour Investments first reported a position in Novartis in Q1 2021 and has held it in 20 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.