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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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harvest Portfolios Group's NVS Position: Q1 2026 in Review

Harvest Portfolios Group reduced its Novartis (NVS) stake by 7.6% in Q1 2026, selling an estimated $5.72M and leaving 454,681 shares worth $69.5M. The position accounts for 1.15% of the portfolio, ranked #25.

Harvest Portfolios Group first reported a position in NVS in Q4 2022 and has held it in 14 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Harvest Portfolios Group held 454,681 shares of Novartis worth $69.5M as of Q1 2026.
  • Harvest Portfolios Group sold 37,333 Novartis shares in Q1 2026, an estimated $5.72M.
  • Novartis made up 1.15% of Harvest Portfolios Group's portfolio in Q1 2026, its #25 holding.
  • Harvest Portfolios Group first reported a position in Novartis in Q4 2022 and has held it in 14 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.