Heritage Family Offices’s Novartis NVS Stock Holding History

Heritage Family Offices’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	$472K	Sell	3,012 -1,006	-25%	-$151K	0.18%	103
2026 Q1	$614K	Sell	4,018 -1,134	-22%	-$174K	0.27%	85
2025 Q4	$710K	Sell	5,152 -617	-11%	-$80.8K	0.32%	75
2025 Q3	$740K	Sell	5,769 -101	-2%	-$12.3K	0.34%	69
2025 Q2	$661K	Buy	5,870 +4	+0.1%	+$451	0.33%	73
2025 Q1	$654K	Sell	5,866 -241	-4%	-$25.7K	0.33%	73
2024 Q4	$594K	Buy	6,107 +112	+2%	+$11.9K	0.3%	74
2024 Q3	$690K	Buy	5,995 +65	+1%	+$7.38K	0.36%	64
2024 Q2	$631K	Buy	+5,930	New	+$595K	0.35%	67

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

Heritage Family Offices's NVS Position: Q2 2026 in Review

Heritage Family Offices reduced its Novartis (NVS) stake by 25% in Q2 2026, selling an estimated $151K and leaving 3,012 shares worth $472K. The position accounts for 0.18% of the portfolio, ranked #103.

Heritage Family Offices first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. The position peaked at $740K in Q3 2025. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Heritage Family Offices held 3,012 shares of Novartis worth $472K as of Q2 2026.
Heritage Family Offices sold 1,006 Novartis shares in Q2 2026, an estimated $151K.
Novartis made up 0.18% of Heritage Family Offices's portfolio in Q2 2026, its #103 holding.
Heritage Family Offices first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Novartis position peaked at $740K in Q3 2025.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.