HBW
NVS icon

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
Q2 		$445K Buy
2,835
+635
+29% +$95.2K 0.12% 165
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
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

Hazlett, Burt & Watson's NVS Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Novartis (NVS) stake by 29% in Q2 2026, buying an estimated $95.2K and bringing the position to 2,835 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #165.

Hazlett, Burt & Watson first reported a position in NVS in Q1 2022 and has held it in 18 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hazlett, Burt & Watson held 2,835 shares of Novartis worth $445K as of Q2 2026.
  • Hazlett, Burt & Watson bought 635 Novartis shares in Q2 2026, an estimated $95.2K.
  • Novartis made up 0.12% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #165 holding.
  • Hazlett, Burt & Watson first reported a position in Novartis in Q1 2022 and has held it in 18 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.