Hilltop Holdings’s Novartis NVS Stock Holding History

Hilltop Holdings’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 Q1	$1.37M	Sell	8,983 -3,016	-25%	-$462K	0.12%	182
2025 Q4	$1.65M	Sell	11,999 -335	-3%	-$43.9K	0.1%	228
2025 Q3	$1.58M	Buy	12,334 +577	+5%	+$70.4K	0.08%	263
2025 Q2	$1.42M	Buy	11,757 +1,873	+19%	+$211K	0.09%	259
2025 Q1	$1.1M	Sell	9,884 -1,497	-13%	-$159K	0.07%	303
2024 Q4	$1.11M	Buy	11,381 +97	+0.9%	+$10.3K	0.07%	294
2024 Q3	$1.3M	Buy	11,284 +1,034	+10%	+$117K	0.08%	264
2024 Q2	$1.09M	Buy	10,250 +1,701	+20%	+$171K	0.13%	209
2024 Q1	$827K	Buy	8,549 +435	+5%	+$44.6K	0.09%	260
2023 Q4	$819K	Sell	8,114 -218	-3%	-$21K	0.09%	250
2023 Q3	$849K	Sell	8,332 -7	-0.1%	-$711	0.1%	238
2023 Q2	$841K	Buy	8,339 +782	+10%	+$78.2K	0.1%	223
2023 Q1	$695K	Buy	7,557 +283	+4%	+$24.7K	0.09%	215
2022 Q4	$660K	Buy	7,274 +47	+0.7%	+$3.96K	0.08%	224
2022 Q3	$550K	Buy	7,227 +1,575	+28%	+$131K	0.07%	249
2022 Q2	$478K	Sell	5,652 -248	-4%	-$21.8K	0.06%	287
2022 Q1	$518K	Buy	5,900 +99	+2%	+$8.57K	0.06%	301
2021 Q4	$508K	Sell	5,801 -555	-9%	-$46.1K	0.05%	340
2021 Q3	$520K	Sell	6,356 -9	-0.1%	-$810	0.06%	332
2021 Q2	$581K	Buy	6,365 +26	+0.4%	+$2.31K	0.07%	290
2021 Q1	$542K	Sell	6,339 -7	-0.1%	-$628	0.07%	269
2020 Q4	$600K	Buy	6,346 +1,727	+37%	+$151K	0.08%	237
2020 Q3	$402K	Buy	4,619 +110	+2%	+$9.53K	0.07%	263
2020 Q2	$394K	Buy	4,509 +204	+5%	+$17.6K	0.07%	255
2020 Q1	$355K	Sell	4,305 -1,388	-24%	-$124K	0.09%	224
2019 Q4	$539K	Buy	5,693 +15	+0.3%	+$1.35K	0.1%	194
2019 Q3	$493K	Buy	5,678 +641	+13%	+$57.6K	0.09%	209
2019 Q2	$460K	Sell	5,037 -580	-10%	-$49.1K	0.1%	211
2019 Q1	$484K	Sell	5,617 -234	-4%	-$18.8K	0.1%	203
2018 Q4	$450K	Buy	5,851 +92	+2%	+$7.16K	0.11%	183
2018 Q3	$444K	Buy	5,759 +919	+19%	+$67.9K	0.09%	254
2018 Q2	$328K	Buy	4,840 +493	+11%	+$34K	0.07%	294
2018 Q1	$315K	Sell	4,347 -1,388	-24%	-$106K	0.06%	303
2017 Q4	$432K	Buy	5,735 +3,007	+110%	+$227K	0.1%	234
2017 Q3	$210K	Sell	2,728 -1,980	-42%	-$150K	0.06%	264
2017 Q2	$352K	Sell	4,708 -5,215	-53%	-$370K	0.1%	236
2017 Q1	$660K	Buy	9,923 +2,095	+27%	+$140K	0.2%	149
2016 Q4	$511K	Buy	+7,828	New	+$508K	0.16%	185
2014 Q2	–	Sell	-2,643	Closed	-$202K	–	232
2014 Q1	$202K	Buy	+2,643	New	+$193K	0.1%	215

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

Hilltop Holdings's NVS Position: Q1 2026 in Review

Hilltop Holdings reduced its Novartis (NVS) stake by 25% in Q1 2026, selling an estimated $462K and leaving 8,983 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #182.

Hilltop Holdings first reported a position in NVS in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.65M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Hilltop Holdings held 8,983 shares of Novartis worth $1.37M as of Q1 2026.
Hilltop Holdings sold 3,016 Novartis shares in Q1 2026, an estimated $462K.
Novartis made up 0.12% of Hilltop Holdings's portfolio in Q1 2026, its #182 holding.
Hilltop Holdings first reported a position in Novartis in Q1 2014 and has held it in 39 quarters since.
Hilltop Holdings's Novartis position peaked at $1.65M in Q4 2025.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.