HF Advisory Group’s Novartis NVS Stock Holding History

HF Advisory Group’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	$1.34M	Sell	8,551 -3,463	-29%	-$519K	0.41%	80
2026 Q1	$1.84M	Buy	12,014 +113	+0.9%	+$17.3K	0.63%	62
2025 Q4	$1.64M	Buy	11,901 +974	+9%	+$128K	0.57%	65
2025 Q3	$1.4M	Buy	10,927 +673	+7%	+$82.1K	0.51%	73
2025 Q2	$1.24M	Sell	10,254 -701	-6%	-$79K	0.49%	76
2025 Q1	$1.22M	Buy	10,955 +1,910	+21%	+$203K	0.53%	74
2024 Q4	$880K	Buy	9,045 +636	+8%	+$67.8K	0.4%	90
2024 Q3	$967K	Buy	8,409 +751	+10%	+$85.2K	0.45%	85
2024 Q2	$815K	Buy	7,658 +1,861	+32%	+$187K	0.42%	87
2024 Q1	$561K	Buy	5,797 +1,087	+23%	+$111K	0.31%	105
2023 Q4	$475K	Buy	4,710 +1,368	+41%	+$132K	0.3%	105
2023 Q3	$353K	Buy	+3,342	New	+$339K	0.26%	116

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

MIM

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

HF Advisory Group's NVS Position: Q2 2026 in Review

HF Advisory Group reduced its Novartis (NVS) stake by 29% in Q2 2026, selling an estimated $519K and leaving 8,551 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #80.

HF Advisory Group first reported a position in NVS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q1 2026. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

HF Advisory Group held 8,551 shares of Novartis worth $1.34M as of Q2 2026.
HF Advisory Group sold 3,463 Novartis shares in Q2 2026, an estimated $519K.
Novartis made up 0.41% of HF Advisory Group's portfolio in Q2 2026, its #80 holding.
HF Advisory Group first reported a position in Novartis in Q3 2023 and has held it in 12 quarters since.
HF Advisory Group's Novartis position peaked at $1.84M in Q1 2026.
285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.