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Horizon Wealth Management’s Novartis NVS Stock Holding History

Horizon 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 		$381K Buy
2,428
+29
+1% +$4.35K 0.05% 105
2026
Q1 		$366K Buy
2,399
+45
+2% +$6.9K 0.05% 98
2025
Q4 		$325K Hold
2,354
– – 0.05% 98
2025
Q3 		$302K Hold
2,354
– – 0.04% 97
2025
Q2 		$285K Buy
2,354
+66
+3% +$7.44K 0.05% 82
2025
Q1 		$255K Sell
2,288
-33
-1% -$3.51K 0.04% 84
2024
Q4 		$226K Buy
2,321
+33
+1% +$3.52K 0.04% 83
2024
Q3 		$263K Hold
2,288
– – 0.05% 66
2024
Q2 		$244K Buy
2,288
+72
+3% +$7.23K 0.06% 60
2024
Q1 		$214K Sell
2,216
-79
-3% -$8.1K 0.06% 74
2023
Q4 		$232K Buy
2,295
+79
+4% +$7.63K 0.06% 70
2023
Q3 		$226K Hold
2,216
– – 0.09% 66
2023
Q2 		$224K Buy
2,216
+14
+0.6% +$1.4K 0.09% 70
2023
Q1 		$203K Buy
+2,202
New +$192K 0.15% 72

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horizon Wealth Management's NVS Position: Q2 2026 in Review

Horizon Wealth Management increased its Novartis (NVS) stake by 1.2% in Q2 2026, buying an estimated $4.35K and bringing the position to 2,428 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #105.

Horizon Wealth Management first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Horizon Wealth Management held 2,428 shares of Novartis worth $381K as of Q2 2026.
  • Horizon Wealth Management bought 29 Novartis shares in Q2 2026, an estimated $4.35K.
  • Novartis made up 0.05% of Horizon Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Horizon Wealth Management first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.