Hartford Financial Management’s Novartis NVS Stock Holding History

Hartford Financial 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	$2.98K	Hold	19	–	–	﹤0.01%	321
2026 Q1	$2.9K	Hold	19	–	–	﹤0.01%	323
2025 Q4	$2.62K	Hold	19	–	–	﹤0.01%	316
2025 Q3	$2.44K	Hold	19	–	–	﹤0.01%	317
2025 Q2	$2.3K	Hold	19	–	–	﹤0.01%	320
2025 Q1	$2.12K	Hold	19	–	–	﹤0.01%	336
2024 Q4	$1.85K	Hold	19	–	–	﹤0.01%	360
2024 Q3	$2.19K	Hold	19	–	–	﹤0.01%	357
2024 Q2	$2.02K	Hold	19	–	–	﹤0.01%	361
2024 Q1	$1.84K	Hold	19	–	–	﹤0.01%	370
2023 Q4	$1.92K	Buy	19 +3	+19%	+$290	﹤0.01%	376
2023 Q3	$1.63K	Buy	16 +2	+14%	+$203	﹤0.01%	376
2023 Q2	$1.41K	Hold	14	–	–	﹤0.01%	356
2023 Q1	$1.29K	Buy	+14	New	+$1.22K	﹤0.01%	359
2022 Q3	–	Sell	-30	Closed	-$3K	–	387
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	342
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	355
2021 Q4	$3K	Sell	30 -100	-77%	-$8.3K	﹤0.01%	342
2021 Q3	$11K	Hold	130	–	–	﹤0.01%	287
2021 Q2	$12K	Hold	130	–	–	﹤0.01%	287
2021 Q1	$11K	Hold	130	–	–	﹤0.01%	293
2020 Q4	$12K	Buy	130 +30	+30%	+$2.62K	﹤0.01%	277
2020 Q3	$9K	Hold	100	–	–	﹤0.01%	269
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	271
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	271
2019 Q4	$9K	Hold	100	–	–	﹤0.01%	298
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	301
2019 Q2	$9K	Sell	100 -12	-11%	-$1.02K	﹤0.01%	301
2019 Q1	$10K	Hold	112	–	–	﹤0.01%	301
2018 Q4	$9K	Hold	112	–	–	﹤0.01%	315
2018 Q3	$9K	Sell	112 -1,071	-91%	-$79.2K	﹤0.01%	328
2018 Q2	$80K	Hold	1,183	–	–	0.03%	205
2018 Q1	$85K	Sell	1,183 -100	-8%	-$7.61K	0.04%	163
2017 Q4	$96K	Hold	1,283	–	–	0.05%	159
2017 Q3	$98K	Hold	1,283	–	–	0.05%	159
2017 Q2	$95K	Buy	1,283 +111	+9%	+$7.87K	0.04%	167
2017 Q1	$77K	Buy	1,172 +1,072	+1,072%	+$71.4K	0.05%	162
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	263
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	260
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	238
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	242
2015 Q4	$7K	Hold	100	–	–	﹤0.01%	227
2015 Q3	$8K	Hold	100	–	–	0.01%	206
2015 Q2	$8K	Buy	+100	New	+$9.17K	﹤0.01%	222
2015 Q1	–	Sell	-100	Closed	-$8K	–	187
2014 Q4	$8K	Hold	100	–	–	﹤0.01%	199
2014 Q3	$8K	Hold	100	–	–	﹤0.01%	222
2014 Q2	$8K	Buy	+100	New	+$7.87K	﹤0.01%	223

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hartford Financial Management's NVS Position: Q2 2026 in Review

Hartford Financial Management held its Novartis (NVS) position steady in Q2 2026 at 19 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Hartford Financial Management first reported a position in NVS in Q2 2014 and has held it in 46 quarters since. The position peaked at $98K in Q3 2017. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Hartford Financial Management held 19 shares of Novartis worth $2.98K as of Q2 2026.
Hartford Financial Management left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Hartford Financial Management's portfolio in Q2 2026, its #321 holding.
Hartford Financial Management first reported a position in Novartis in Q2 2014 and has held it in 46 quarters since.
Hartford Financial Management's Novartis position peaked at $98K in Q3 2017.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.