HIIFS
NVS icon

Harel Insurance Investments & Financial Services’s Novartis NVS Stock Holding History

Harel Insurance Investments & Financial Services’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 		$1.83M Buy
11,662
+2,588
+29% +$388K 0.01% 176
2026
Q1 		$1.39M Buy
9,074
+1,032
+13% +$158K 0.01% 151
2025
Q4 		$1.11M Buy
8,042
+1,498
+23% +$196K 0.01% 170
2025
Q3 		$839K Buy
6,544
+1,747
+36% +$213K 0.01% 200
2025
Q2 		$580K Buy
4,797
+1,363
+40% +$154K 0.01% 213
2025
Q1 		$393K Sell
3,434
-329
-9% -$35K 0.01% 230
2024
Q4 		$366K Buy
3,763
+343
+10% +$36.6K 0.01% 169
2024
Q3 		$393K Buy
3,420
+351
+11% +$39.8K 0.01% 177
2024
Q2 		$327K Buy
+3,069
New +$308K 0.01% 210
2020
Q1 		– Sell
-56
Closed -$5K – 503
2019
Q4 		$5K Sell
56
-2,944
-98% -$264K ﹤0.01% 444
2019
Q3 		$261K Sell
3,000
-4,950
-62% -$444K 0.02% 170
2019
Q2 		$726K Buy
7,950
+6,834
+612% +$578K 0.04% 94
2019
Q1 		$96K Sell
1,116
-7,812
-88% -$627K 0.01% 193
2018
Q4 		$686K Buy
+8,928
New +$695K 0.04% 101
2017
Q2 		– Sell
-270
Closed -$18K – 435
2017
Q1 		$18K Hold
270
– – ﹤0.01% 328
2016
Q4 		$18K Sell
270
-279
-51% -$18.1K ﹤0.01% 259
2016
Q3 		$39K Hold
549
– – 0.01% 240
2016
Q2 		$41K Hold
549
– – ﹤0.01% 371
2016
Q1 		$36K Buy
549
+214
+64% +$14.6K ﹤0.01% 232
2015
Q4 		$26K Buy
+335
New +$26.6K ﹤0.01% 236

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's NVS Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Novartis (NVS) stake by 29% in Q2 2026, buying an estimated $388K and bringing the position to 11,662 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #176.

Harel Insurance Investments & Financial Services first reported a position in NVS in Q4 2015 and has held it in 20 quarters since. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 11,662 shares of Novartis worth $1.83M as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 2,588 Novartis shares in Q2 2026, an estimated $388K.
  • Novartis made up 0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #176 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Novartis in Q4 2015 and has held it in 20 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.