Hendershot Investments’s Novartis NVS Stock Holding History

Hendershot Investments’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	$522K	Hold	3,331	–	–	0.07%	85
2026 Q1	$509K	Hold	3,331	–	–	0.07%	82
2025 Q4	$459K	Hold	3,331	–	–	0.06%	84
2025 Q3	$427K	Hold	3,331	–	–	0.05%	87
2025 Q2	$403K	Hold	3,331	–	–	0.05%	87
2025 Q1	$371K	Hold	3,331	–	–	0.05%	92
2024 Q4	$324K	Hold	3,331	–	–	0.04%	98
2024 Q3	$383K	Buy	3,331 +200	+6%	+$22.7K	0.05%	94
2024 Q2	$333K	Hold	3,131	–	–	0.05%	98
2024 Q1	$303K	Sell	3,131 -75	-2%	-$7.69K	0.04%	98
2023 Q4	$324K	Hold	3,206	–	–	0.05%	99
2023 Q3	$327K	Hold	3,206	–	–	0.05%	101
2023 Q2	$324K	Hold	3,206	–	–	0.05%	103
2023 Q1	$295K	Sell	3,206 -450	-12%	-$39.3K	0.05%	111
2022 Q4	$332K	Sell	3,656 -125	-3%	-$10.5K	0.06%	110
2022 Q3	$287K	Hold	3,781	–	–	0.05%	113
2022 Q2	$320K	Sell	3,781 -46	-1%	-$4.04K	0.06%	111
2022 Q1	$336K	Hold	3,827	–	–	0.05%	115
2021 Q4	$335K	Buy	+3,827	New	+$318K	0.05%	116

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Hendershot Investments's NVS Position: Q2 2026 in Review

Hendershot Investments held its Novartis (NVS) position steady in Q2 2026 at 3,331 shares worth $522K. The position accounts for 0.07% of the portfolio, ranked #85.

Hendershot Investments first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 1,194 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Hendershot Investments held 3,331 shares of Novartis worth $522K as of Q2 2026.
Hendershot Investments left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.07% of Hendershot Investments's portfolio in Q2 2026, its #85 holding.
Hendershot Investments first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
1,194 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hendershot Investments's 13F filing for Q2 2026, filed 12 Aug 2026.