HF Advisory Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
HF Advisory Group's NVS Position: Q3 2026 in Review
HF Advisory Group increased its Novartis (NVS) stake by 4% in Q3 2026, buying an estimated $52.5K and bringing the position to 8,897 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #82.
HF Advisory Group first reported a position in NVS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q1 2026. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.
- HF Advisory Group held 8,897 shares of Novartis worth $1.27M as of Q3 2026.
- HF Advisory Group bought 346 Novartis shares in Q3 2026, an estimated $52.5K.
- Novartis made up 0.38% of HF Advisory Group's portfolio in Q3 2026, its #82 holding.
- HF Advisory Group first reported a position in Novartis in Q3 2023 and has held it in 13 quarters since.
- HF Advisory Group's Novartis position peaked at $1.84M in Q1 2026.
- 447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.
Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.