Hennion & Walsh Asset Management’s Novartis NVS Stock Holding History

Hennion & Walsh Asset 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	$243K	Buy	1,549 +26	+2%	+$3.9K	0.01%	884
2026 Q1	$233K	Buy	+1,523	New	+$233K	0.01%	874
2024 Q3	–	Sell	-3,012	Closed	-$321K	–	891
2024 Q2	$321K	Sell	3,012 -981	-25%	-$98.5K	0.02%	710
2024 Q1	$386K	Buy	3,993 +118	+3%	+$12.1K	0.02%	634
2023 Q4	$391K	Buy	3,875 +13	+0.3%	+$1.25K	0.02%	613
2023 Q3	$393K	Sell	3,862 -514	-12%	-$52.2K	0.03%	588
2023 Q2	$442K	Buy	4,376 +147	+3%	+$14.7K	0.03%	544
2023 Q1	$389K	Buy	4,229 +396	+10%	+$34.6K	0.02%	576
2022 Q4	$348K	Buy	3,833 +847	+28%	+$71.3K	0.02%	584
2022 Q3	$227K	Buy	+2,986	New	+$248K	0.01%	693

Other funds holding NVS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hennion & Walsh Asset Management's NVS Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Novartis (NVS) stake by 1.7% in Q2 2026, buying an estimated $3.9K and bringing the position to 1,549 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #884.

Hennion & Walsh Asset Management first reported a position in NVS in Q3 2022 and has held it in 10 quarters since. The position peaked at $442K in Q2 2023. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Hennion & Walsh Asset Management held 1,549 shares of Novartis worth $243K as of Q2 2026.
Hennion & Walsh Asset Management bought 26 Novartis shares in Q2 2026, an estimated $3.9K.
Novartis made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #884 holding.
Hennion & Walsh Asset Management first reported a position in Novartis in Q3 2022 and has held it in 10 quarters since.
Hennion & Walsh Asset Management's Novartis position peaked at $442K in Q2 2023.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.