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HBK Sorce Advisory’s Novartis NVS Stock Holding History

HBK Sorce Advisory’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 		$665K Buy
4,557
+195
+4% +$29.9K 0.01% 321
2025
Q4 		$682K Buy
4,362
+924
+27% +$121K 0.02% 301
2025
Q3 		$447K Buy
3,438
+329
+11% +$40.1K 0.01% 377
2025
Q2 		$376K Buy
3,109
+496
+19% +$55.9K 0.01% 404
2025
Q1 		$291K Buy
2,613
+272
+12% +$29K 0.01% 455
2024
Q4 		$228K Buy
2,341
+42
+2% +$4.48K 0.01% 514
2024
Q3 		$264K Sell
2,299
-222
-9% -$25.2K 0.01% 477
2024
Q2 		$268K Buy
2,521
+144
+6% +$14.5K 0.01% 467
2024
Q1 		$230K Sell
2,377
-62
-3% -$6.36K 0.01% 523
2023
Q4 		$246K Buy
2,439
+20
+0.8% +$1.93K 0.01% 461
2023
Q3 		$246K Buy
2,419
+24
+1% +$2.44K 0.01% 464
2023
Q2 		$242K Buy
2,395
+61
+3% +$6.1K 0.01% 493
2023
Q1 		$215K Sell
2,334
-2,454
-51% -$214K 0.01% 522
2022
Q4 		$434K Buy
+4,788
New +$403K 0.01% 441
2022
Q2 		– Sell
-2,320
Closed -$204K – 528
2022
Q1 		$204K Sell
2,320
-99
-4% -$8.57K 0.01% 509
2021
Q4 		$212K Sell
2,419
-3,105
-56% -$258K 0.01% 546
2021
Q3 		$452K Sell
5,524
-22
-0.4% -$1.98K 0.02% 336
2021
Q2 		$506K Sell
5,546
-189
-3% -$16.8K 0.03% 316
2021
Q1 		$490K Buy
5,735
+278
+5% +$24.9K 0.03% 304
2020
Q4 		$515K Sell
5,457
-598
-10% -$52.3K 0.03% 270
2020
Q3 		$527K Sell
6,055
-42
-0.7% -$3.64K 0.04% 249
2020
Q2 		$533K Buy
6,097
+1,155
+23% +$99.7K 0.04% 239
2020
Q1 		$407K Buy
4,942
+578
+13% +$51.6K 0.04% 238
2019
Q4 		$413K Buy
4,364
+908
+26% +$81.5K 0.04% 298
2019
Q3 		$300K Buy
3,456
+758
+28% +$68.1K 0.03% 324
2019
Q2 		$246K Buy
2,698
+366
+16% +$31K 0.02% 351
2019
Q1 		$201K Buy
+2,332
New +$187K 0.02% 408
2018
Q3 		– Sell
-5,062
Closed -$343K – 412
2018
Q2 		$343K Buy
+5,062
New +$349K 0.04% 283

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

HBK Sorce Advisory's NVS Position: Q1 2026 in Review

HBK Sorce Advisory increased its Novartis (NVS) stake by 4.5% in Q1 2026, buying an estimated $29.9K and bringing the position to 4,557 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #321.

HBK Sorce Advisory first reported a position in NVS in Q2 2018 and has held it in 28 quarters since. The position peaked at $682K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • HBK Sorce Advisory held 4,557 shares of Novartis worth $665K as of Q1 2026.
  • HBK Sorce Advisory bought 195 Novartis shares in Q1 2026, an estimated $29.9K.
  • Novartis made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #321 holding.
  • HBK Sorce Advisory first reported a position in Novartis in Q2 2018 and has held it in 28 quarters since.
  • HBK Sorce Advisory's Novartis position peaked at $682K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.