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Hexagon Capital Partners’s Novartis NVS Stock Holding History

Hexagon Capital Partners’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 		$625K Buy
3,990
+207
+5% +$31K 0.09% 104
2026
Q1 		$578K Buy
+3,783
New +$580K 0.08% 101
2025
Q2 		– Sell
-3,163
Closed -$353K – 1166
2025
Q1 		$353K Sell
3,163
-77
-2% -$8.2K 0.07% 137
2024
Q4 		$315K Sell
3,240
-255
-7% -$27.2K 0.06% 149
2024
Q3 		$402K Sell
3,495
-65
-2% -$7.38K 0.08% 117
2024
Q2 		$379K Sell
3,560
-53
-1% -$5.32K 0.08% 126
2024
Q1 		$349K Sell
3,613
-241
-6% -$24.7K 0.08% 130
2023
Q4 		$389K Buy
3,854
+1,171
+44% +$113K 0.09% 114
2023
Q3 		$273K Buy
2,683
+154
+6% +$15.6K 0.07% 131
2023
Q2 		$255K Buy
2,529
+399
+19% +$39.9K 0.07% 137
2023
Q1 		$196K Buy
2,130
+160
+8% +$14K 0.05% 160
2022
Q4 		$179K Sell
1,970
-18
-0.9% -$1.52K 0.05% 160
2022
Q3 		$151K Buy
1,988
+485
+32% +$40.2K 0.04% 182
2022
Q2 		$127K Buy
1,503
+501
+50% +$44K 0.04% 227
2022
Q1 		$88K Buy
1,002
+97
+11% +$8.4K 0.02% 295
2021
Q4 		$79K Hold
905
– – 0.02% 296
2021
Q3 		$74K Hold
905
– – 0.02% 293
2021
Q2 		$83K Hold
905
– – 0.02% 269
2021
Q1 		$77K Sell
905
-173
-16% -$15.5K 0.02% 261
2020
Q4 		$101K Hold
1,078
– – 0.03% 189
2020
Q3 		$85K Buy
+1,078
New +$93.4K 0.03% 186

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

Hexagon Capital Partners's NVS Position: Q2 2026 in Review

Hexagon Capital Partners increased its Novartis (NVS) stake by 5.5% in Q2 2026, buying an estimated $31K and bringing the position to 3,990 shares worth $625K. The position accounts for 0.09% of the portfolio, ranked #104.

Hexagon Capital Partners first reported a position in NVS in Q3 2020 and has held it in 21 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hexagon Capital Partners held 3,990 shares of Novartis worth $625K as of Q2 2026.
  • Hexagon Capital Partners bought 207 Novartis shares in Q2 2026, an estimated $31K.
  • Novartis made up 0.09% of Hexagon Capital Partners's portfolio in Q2 2026, its #104 holding.
  • Hexagon Capital Partners first reported a position in Novartis in Q3 2020 and has held it in 21 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hexagon Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.