Harbour Trust & Investment Management’s Novartis NVS Stock Holding History

Harbour Trust & Investment Management’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	$1.2M	Sell	7,649 -20	-0.3%	-$3K	0.12%	79
2026 Q1	$1.17M	Sell	7,669 -50	-0.6%	-$7.66K	0.12%	81
2025 Q4	$1.06M	Sell	7,719 -344	-4%	-$45K	0.11%	82
2025 Q3	$1.03M	Sell	8,063 -100	-1%	-$12.2K	0.11%	85
2025 Q2	$988K	Hold	8,163	–	–	0.11%	87
2025 Q1	$910K	Sell	8,163 -1,058	-11%	-$113K	0.11%	90
2024 Q4	$897K	Sell	9,221 -48	-0.5%	-$5.12K	0.1%	91
2024 Q3	$1.07M	Sell	9,269 -300	-3%	-$34K	0.12%	90
2024 Q2	$1.02M	Sell	9,569 -376	-4%	-$37.7K	0.12%	92
2024 Q1	$962K	Sell	9,945 -150	-1%	-$15.4K	0.12%	93
2023 Q4	$1.02M	Buy	+10,095	New	+$974K	0.14%	90

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Harbour Trust & Investment Management's NVS Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Novartis (NVS) stake by 0.26% in Q2 2026, selling an estimated $3K and leaving 7,649 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #79.

Harbour Trust & Investment Management first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Harbour Trust & Investment Management held 7,649 shares of Novartis worth $1.2M as of Q2 2026.
Harbour Trust & Investment Management sold 20 Novartis shares in Q2 2026, an estimated $3K.
Novartis made up 0.12% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #79 holding.
Harbour Trust & Investment Management first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
733 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.