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Highland Capital Management (Tennessee)’s Novartis NVS Stock Holding History

Highland Capital Management (Tennessee)’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 		$2.17M Sell
13,845
-1,102
-7% -$165K 0.1% 177
2026
Q1 		$2.28M Buy
14,947
+1,803
+14% +$276K 0.12% 159
2025
Q4 		$1.81M Sell
13,144
-1,418
-10% -$186K 0.09% 179
2025
Q3 		$1.87M Buy
14,562
+100
+0.7% +$12.2K 0.09% 186
2025
Q2 		$1.75M Sell
14,462
-400
-3% -$45.1K 0.09% 180
2025
Q1 		$1.66M Sell
14,862
-1,250
-8% -$133K 0.1% 175
2024
Q4 		$1.57M Sell
16,112
-400
-2% -$42.7K 0.09% 180
2024
Q3 		$1.9M Sell
16,512
-132
-0.8% -$15K 0.11% 173
2024
Q2 		$1.77M Buy
16,644
+4,950
+42% +$497K 0.1% 176
2024
Q1 		$1.13M Buy
11,694
+12
+0.1% +$1.23K 0.07% 221
2023
Q4 		$1.18M Buy
11,682
+150
+1% +$14.5K 0.07% 218
2023
Q3 		$1.17M Buy
11,532
+1,450
+14% +$147K 0.08% 211
2023
Q2 		$1.02M Sell
10,082
-200
-2% -$20K 0.07% 224
2023
Q1 		$946K Buy
10,282
+650
+7% +$56.8K 0.07% 194
2022
Q4 		$874K Buy
9,632
+250
+3% +$21.1K 0.06% 240
2022
Q3 		$713K Sell
9,382
-915
-9% -$75.8K 0.06% 236
2022
Q2 		$870K Hold
10,297
– – 0.06% 228
2022
Q1 		$904K Hold
10,297
– – 0.05% 238
2021
Q4 		$901K Buy
10,297
+350
+4% +$29.1K 0.05% 247
2021
Q3 		$813K Buy
9,947
+318
+3% +$28.6K 0.05% 255
2021
Q2 		$879K Sell
9,629
-50
-0.5% -$4.45K 0.05% 244
2021
Q1 		$827K Sell
9,679
-86
-0.9% -$7.72K 0.05% 249
2020
Q4 		$922K Buy
9,765
+750
+8% +$65.5K 0.06% 240
2020
Q3 		$784K Sell
9,015
-35
-0.4% -$3.03K 0.06% 227
2020
Q2 		$790K Sell
9,050
-200
-2% -$17.3K 0.06% 228
2020
Q1 		$763K Buy
9,250
+550
+6% +$49.1K 0.07% 216
2019
Q4 		$824K Buy
+8,700
New +$781K 0.06% 243
2015
Q4 		– Sell
-363
Closed -$30K – 467
2015
Q3 		$30K Hold
363
– – ﹤0.01% 414
2015
Q2 		$32K Buy
+363
New +$33.3K ﹤0.01% 426

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Highland Capital Management (Tennessee)'s NVS Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Novartis (NVS) stake by 7.4% in Q2 2026, selling an estimated $165K and leaving 13,845 shares worth $2.17M. The position accounts for 0.1% of the portfolio, ranked #177.

Highland Capital Management (Tennessee) first reported a position in NVS in Q2 2015 and has held it in 29 quarters since. The position peaked at $2.28M in Q1 2026. 893 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Highland Capital Management (Tennessee) held 13,845 shares of Novartis worth $2.17M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 1,102 Novartis shares in Q2 2026, an estimated $165K.
  • Novartis made up 0.1% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #177 holding.
  • Highland Capital Management (Tennessee) first reported a position in Novartis in Q2 2015 and has held it in 29 quarters since.
  • Highland Capital Management (Tennessee)'s Novartis position peaked at $2.28M in Q1 2026.
  • 893 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.