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Hartford Funds Management’s Novartis NVS Stock Holding History

Hartford Funds 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
2025
Q4 		– Sell
-4,493
Closed -$576K – 101
2025
Q3 		$576K Sell
4,493
-3,174
-41% -$387K 0.05% 81
2025
Q2 		$928K Buy
7,667
+267
+4% +$30.1K 0.08% 52
2025
Q1 		$825K Buy
7,400
+155
+2% +$16.5K 0.07% 64
2024
Q4 		$705K Buy
7,245
+633
+10% +$67.5K 0.06% 64
2024
Q3 		$760K Buy
6,612
+126
+2% +$14.3K 0.07% 55
2024
Q2 		$691K Buy
6,486
+769
+13% +$77.2K 0.06% 58
2024
Q1 		$553K Buy
5,717
+672
+13% +$68.9K 0.05% 62
2023
Q4 		$509K Buy
5,045
+1,428
+39% +$138K 0.05% 54
2023
Q3 		$368K Buy
3,617
+303
+9% +$30.8K 0.04% 51
2023
Q2 		$334K Buy
3,314
+384
+13% +$38.4K 0.03% 61
2023
Q1 		$270K Buy
2,930
+568
+24% +$49.6K 0.03% 71
2022
Q4 		$214K Buy
+2,362
New +$199K 0.02% 74

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hartford Funds Management's NVS Position: Q4 2025 in Review

Hartford Funds Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 4,493 shares — an estimated $576K sold.

Hartford Funds Management first reported a position in NVS in Q4 2022 and held it in 12 quarters. The position peaked at $928K in Q2 2025. 1,512 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

  • Hartford Funds Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
  • Hartford Funds Management sold 4,493 Novartis shares in Q4 2025, an estimated $576K.
  • Hartford Funds Management first reported a position in Novartis in Q4 2022 and held it in 12 quarters.
  • Hartford Funds Management's Novartis position peaked at $928K in Q2 2025.
  • 1,512 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Hartford Funds Management's 13F filing for Q4 2025, filed 6 Feb 2026.