HFS
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Hopwood Financial Services’s Novartis NVS Stock Holding History

Hopwood Financial Services’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 		$375K Sell
2,395
-10
-0.4% -$1.5K 0.22% 54
2026
Q1 		$367K Sell
2,405
-20
-0.8% -$3.07K 0.25% 51
2025
Q4 		$334K Hold
2,425
– – 0.24% 61
2025
Q3 		$311K Hold
2,425
– – 0.21% 64
2025
Q2 		$293K Hold
2,425
– – 0.23% 62
2025
Q1 		$270K Hold
2,425
– – 0.21% 65
2024
Q4 		$236K Buy
+2,425
New +$259K 0.18% 78

Other funds holding NVS

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hopwood Financial Services's NVS Position: Q2 2026 in Review

Hopwood Financial Services reduced its Novartis (NVS) stake by 0.42% in Q2 2026, selling an estimated $1.5K and leaving 2,395 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #54.

Hopwood Financial Services first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 733 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hopwood Financial Services held 2,395 shares of Novartis worth $375K as of Q2 2026.
  • Hopwood Financial Services sold 10 Novartis shares in Q2 2026, an estimated $1.5K.
  • Novartis made up 0.22% of Hopwood Financial Services's portfolio in Q2 2026, its #54 holding.
  • Hopwood Financial Services first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 733 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.