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HB Wealth Management’s Novartis NVS Stock Holding History

HB Wealth 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
2026
Q2 		$3.06M Buy
19,549
+1,237
+7% +$185K 0.02% 371
2026
Q1 		$2.8M Buy
18,312
+950
+5% +$146K 0.02% 357
2025
Q4 		$2.39M Buy
17,362
+423
+2% +$55.4K 0.02% 377
2025
Q3 		$2.17M Buy
16,939
+3,582
+27% +$437K 0.01% 398
2025
Q2 		$1.62M Buy
13,357
+2,064
+18% +$233K 0.01% 420
2025
Q1 		$1.26M Buy
11,293
+4,549
+67% +$484K 0.01% 487
2024
Q4 		$656K Buy
6,744
+534
+9% +$56.9K 0.01% 534
2024
Q3 		$714K Buy
6,210
+516
+9% +$58.5K 0.01% 476
2024
Q2 		$606K Hold
5,694
– – 0.01% 483
2024
Q1 		$551K Buy
5,694
+1,317
+30% +$135K 0.01% 473
2023
Q4 		$442K Sell
4,377
-300
-6% -$29K 0.01% 496
2023
Q3 		$476K Buy
4,677
+126
+3% +$12.8K 0.01% 444
2023
Q2 		$459K Sell
4,551
-144
-3% -$14.4K 0.01% 438
2023
Q1 		$432K Buy
4,695
+650
+16% +$56.8K 0.01% 448
2022
Q4 		$367K Buy
4,045
+144
+4% +$12.1K 0.01% 477
2022
Q3 		$297K Buy
3,901
+667
+21% +$55.3K 0.01% 439
2022
Q2 		$273K Buy
3,234
+202
+7% +$17.7K 0.01% 461
2022
Q1 		$266K Buy
+3,032
New +$263K ﹤0.01% 483

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

HB Wealth Management's NVS Position: Q2 2026 in Review

HB Wealth Management increased its Novartis (NVS) stake by 6.8% in Q2 2026, buying an estimated $185K and bringing the position to 19,549 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #371.

HB Wealth Management first reported a position in NVS in Q1 2022 and has held it in 18 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • HB Wealth Management held 19,549 shares of Novartis worth $3.06M as of Q2 2026.
  • HB Wealth Management bought 1,237 Novartis shares in Q2 2026, an estimated $185K.
  • Novartis made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #371 holding.
  • HB Wealth Management first reported a position in Novartis in Q1 2022 and has held it in 18 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.