Hollow Brook Wealth Management’s Novartis NVS Stock Holding History

Hollow Brook Wealth Management’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	$594K	Hold	3,788	–	–	0.12%	60
2026 Q1	$579K	Hold	3,788	–	–	0.15%	54
2025 Q4	$522K	Hold	3,788	–	–	0.14%	63
2025 Q3	$486K	Hold	3,788	–	–	0.11%	71
2025 Q2	$458K	Hold	3,788	–	–	0.13%	66
2025 Q1	$422K	Hold	3,788	–	–	0.12%	64
2024 Q4	$369K	Hold	3,788	–	–	0.11%	69
2024 Q3	$436K	Hold	3,788	–	–	0.13%	65
2024 Q2	$403K	Hold	3,788	–	–	0.14%	63
2024 Q1	$366K	Hold	3,788	–	–	0.14%	65
2023 Q4	$382K	Hold	3,788	–	–	0.15%	65
2023 Q3	$386K	Hold	3,788	–	–	0.16%	66
2023 Q2	$382K	Hold	3,788	–	–	0.17%	65
2023 Q1	$348K	Hold	3,788	–	–	0.17%	62
2022 Q4	$344K	Hold	3,788	–	–	0.16%	64
2022 Q3	$288K	Sell	3,788 -2,000	-35%	-$166K	0.16%	61
2022 Q2	$489K	Hold	5,788	–	–	0.27%	52
2022 Q1	$508K	Hold	5,788	–	–	0.23%	55
2021 Q4	$506K	Buy	+5,788	New	+$481K	0.26%	51
2021 Q1	–	Sell	-6,000	Closed	-$567K	–	53
2020 Q4	$567K	Buy	+6,000	New	+$524K	0.34%	35
2014 Q2	–	Sell	-63,292	Closed	-$4.82M	–	57
2014 Q1	$4.82M	Sell	63,292 -57,142	-47%	-$4.16M	1.58%	26
2013 Q4	$8.67M	Sell	120,434 -1,258	-1%	-$87.4K	2.84%	12
2013 Q3	$8.37M	Sell	121,692 -1,133	-0.9%	-$75K	2.93%	12
2013 Q2	$7.78M	Buy	+122,825	New	+$7.99M	2.87%	16

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hollow Brook Wealth Management's NVS Position: Q2 2026 in Review

Hollow Brook Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 3,788 shares worth $594K. The position accounts for 0.12% of the portfolio, ranked #60.

Hollow Brook Wealth Management first reported a position in NVS in Q2 2013 and has held it in 24 quarters since. The position peaked at $8.67M in Q4 2013. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Hollow Brook Wealth Management held 3,788 shares of Novartis worth $594K as of Q2 2026.
Hollow Brook Wealth Management left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.12% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #60 holding.
Hollow Brook Wealth Management first reported a position in Novartis in Q2 2013 and has held it in 24 quarters since.
Hollow Brook Wealth Management's Novartis position peaked at $8.67M in Q4 2013.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.