Hazlett, Burt & Watson’s Novartis NVS Stock Holding History

Hazlett, Burt & Watson’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	$335K	Sell	2,200 -50	-2%	-$7.66K	0.1%	187
2025 Q4	$311K	Buy	2,250 +100	+5%	+$13.1K	0.1%	194
2025 Q3	$276K	Buy	2,150 +150	+8%	+$18.3K	0.1%	183
2025 Q2	$242K	Sell	2,000 -20	-1%	-$2.25K	0.1%	180
2025 Q1	$225K	Sell	2,020 -39	-2%	-$4.15K	0.1%	180
2024 Q4	$201K	Hold	2,059	–	–	0.09%	199
2024 Q3	$237K	Hold	2,059	–	–	0.11%	182
2024 Q2	$218K	Buy	2,059 +1	+0%	+$100	0.11%	170
2024 Q1	$199K	Hold	2,058	–	–	0.12%	172
2023 Q4	$207K	Hold	2,058	–	–	0.14%	146
2023 Q3	$209K	Buy	2,058 +19	+0.9%	+$1.93K	0.16%	139
2023 Q2	$205K	Buy	2,039 +39	+2%	+$3.9K	0.15%	134
2023 Q1	$184K	Buy	2,000 +350	+21%	+$30.6K	0.15%	131
2022 Q4	$150K	Hold	1,650	–	–	0.13%	147
2022 Q3	$126K	Sell	1,650 -14	-0.8%	-$1.16K	0.12%	160
2022 Q2	$140K	Hold	1,664	–	–	0.13%	161
2022 Q1	$146K	Buy	+1,664	New	+$144K	0.12%	172

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hazlett, Burt & Watson's NVS Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Novartis (NVS) stake by 2.2% in Q1 2026, selling an estimated $7.66K and leaving 2,200 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #187.

Hazlett, Burt & Watson first reported a position in NVS in Q1 2022 and has held it in 17 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Hazlett, Burt & Watson held 2,200 shares of Novartis worth $335K as of Q1 2026.
Hazlett, Burt & Watson sold 50 Novartis shares in Q1 2026, an estimated $7.66K.
Novartis made up 0.1% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #187 holding.
Hazlett, Burt & Watson first reported a position in Novartis in Q1 2022 and has held it in 17 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.