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Harvest Portfolios Group’s Novartis NVS Stock Holding History

Harvest Portfolios Group’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 		$71.6M Buy
457,045
+2,364
+0.5% +$354K 1.01% 31
2026
Q1 		$69.5M Sell
454,681
-37,333
-8% -$5.72M 1.15% 25
2025
Q4 		$67.8M Buy
492,014
+6,684
+1% +$875K 1.18% 21
2025
Q3 		$62.2M Sell
485,330
-7,238
-1% -$883K 1.15% 21
2025
Q2 		$59.6M Sell
492,568
-11,070
-2% -$1.25M 1.39% 17
2025
Q1 		$56.1M Sell
503,638
-26,702
-5% -$2.84M 1.66% 15
2024
Q4 		$51.6M Buy
530,340
+32,077
+6% +$3.42M 1.72% 17
2024
Q3 		$57.3M Sell
498,263
-19,676
-4% -$2.23M 1.9% 13
2024
Q2 		$55.1M Buy
517,939
+32,968
+7% +$3.31M 2.11% 9
2024
Q1 		$46.9M Sell
484,971
-36,361
-7% -$3.73M 1.83% 20
2023
Q4 		$52.6M Buy
521,332
+3,715
+0.7% +$359K 2.23% 16
2023
Q3 		$52.7M Buy
517,617
+28,079
+6% +$2.85M 2.49% 10
2023
Q2 		$49.4M Sell
489,538
-56,051
-10% -$5.61M 2.27% 17
2023
Q1 		$50.2M Buy
545,589
+28,460
+6% +$2.49M 2.46% 12
2022
Q4 		$46.9M Buy
+517,129
New +$43.6M 2.7% 13

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Portfolios Group's NVS Position: Q2 2026 in Review

Harvest Portfolios Group increased its Novartis (NVS) stake by 0.52% in Q2 2026, buying an estimated $354K and bringing the position to 457,045 shares worth $71.6M. The position accounts for 1.01% of the portfolio, ranked #31.

Harvest Portfolios Group first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Harvest Portfolios Group held 457,045 shares of Novartis worth $71.6M as of Q2 2026.
  • Harvest Portfolios Group bought 2,364 Novartis shares in Q2 2026, an estimated $354K.
  • Novartis made up 1.01% of Harvest Portfolios Group's portfolio in Q2 2026, its #31 holding.
  • Harvest Portfolios Group first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.