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HHM Wealth Advisors’s Novartis NVS Stock Holding History

HHM Wealth Advisors’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 		$227K Hold
1,449
– – 0.02% 195
2026
Q1 		$221K Hold
1,449
– – 0.03% 183
2025
Q4 		$200K Sell
1,449
-1
-0.1% -$131 0.02% 197
2025
Q3 		$186K Hold
1,450
– – 0.02% 213
2025
Q2 		$175K Sell
1,450
-52
-3% -$5.86K 0.02% 221
2025
Q1 		$167K Hold
1,502
– – 0.02% 207
2024
Q4 		$146K Buy
1,502
+1,000
+199% +$107K 0.02% 220
2024
Q3 		$57.7K Sell
502
-48
-9% -$5.45K 0.01% 318
2024
Q2 		$58.6K Sell
550
-269
-33% -$27K 0.01% 316
2024
Q1 		$79.2K Sell
819
-479
-37% -$49.1K 0.01% 234
2023
Q4 		$131K Hold
1,298
– – 0.02% 187
2023
Q3 		$132K Sell
1,298
-12
-0.9% -$1.22K 0.03% 168
2023
Q2 		$132K Sell
1,310
-26
-2% -$2.6K 0.02% 175
2023
Q1 		$123K Buy
1,336
+16
+1% +$1.4K 0.03% 176
2022
Q4 		$120K Sell
1,320
-36
-3% -$3.03K 0.03% 163
2022
Q3 		$103K Sell
1,356
-200
-13% -$16.6K 0.03% 163
2022
Q2 		$132K Buy
1,556
+409
+36% +$35.9K 0.03% 167
2022
Q1 		$101K Hold
1,147
– – 0.02% 220
2021
Q4 		$100K Hold
1,147
– – 0.02% 219
2021
Q3 		$94K Hold
1,147
– – 0.03% 213
2021
Q2 		$105K Hold
1,147
– – 0.03% 198
2021
Q1 		$98K Hold
1,147
– – 0.03% 188
2020
Q4 		$108K Hold
1,147
– – 0.04% 161
2020
Q3 		$100K Hold
1,147
– – 0.04% 147
2020
Q2 		$100K Hold
1,147
– – 0.04% 142
2020
Q1 		$95K Buy
+1,147
New +$102K 0.05% 123

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

HHM Wealth Advisors's NVS Position: Q2 2026 in Review

HHM Wealth Advisors held its Novartis (NVS) position steady in Q2 2026 at 1,449 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #195.

HHM Wealth Advisors first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • HHM Wealth Advisors held 1,449 shares of Novartis worth $227K as of Q2 2026.
  • HHM Wealth Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • HHM Wealth Advisors first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.