HighTower Advisors’s Novartis NVS Stock Holding History

HighTower 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
2024 Q1	–	Sell	-200	Closed	-$550	–	3894
2023 Q4	$550	Buy	+200	New	+$19.3K	﹤0.01%	3571

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors's NVS Position: Q1 2026 in Review

HighTower Advisors increased its Novartis (NVS) stake by 5.3% in Q1 2026, buying an estimated $2.03M and bringing the position to 264,639 shares worth $40.4M. The position accounts for 0.04% of the portfolio, ranked #412.

HighTower Advisors first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

HighTower Advisors held 264,639 shares of Novartis worth $40.4M as of Q1 2026.
HighTower Advisors bought 13,264 Novartis shares in Q1 2026, an estimated $2.03M.
Novartis made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #412 holding.
HighTower Advisors first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.