Hardy Reed’s Novartis NVS Stock Holding History

Hardy Reed’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	$225K	Buy	+1,476	New	+$226K	0.02%	228

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

Hardy Reed's NVS Position: Q1 2026 in Review

Hardy Reed opened a new position in Novartis (NVS) in Q1 2026: 1,476 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Hardy Reed held 1,476 shares of Novartis worth $225K as of Q1 2026.
Novartis was a new Hardy Reed position in Q1 2026.
Novartis made up 0.02% of Hardy Reed's portfolio in Q1 2026, its #228 holding.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.