Horrell Capital Management’s Novartis NVS Stock Holding History

Horrell Capital 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 Q3	$14.3K	Hold	100	–	–	0.01%	135
2026 Q2	$15.7K	Hold	100	–	–	0.01%	132
2026 Q1	$15.3K	Hold	100	–	–	0.01%	135
2025 Q4	$13.8K	Hold	100	–	–	0.01%	138
2025 Q3	$12.8K	Hold	100	–	–	0.01%	141
2025 Q2	$12.1K	Hold	100	–	–	﹤0.01%	140
2025 Q1	$11.1K	Hold	100	–	–	﹤0.01%	141
2024 Q4	$10K	Hold	100	–	–	﹤0.01%	168
2024 Q3	$12K	Hold	100	–	–	﹤0.01%	162
2024 Q2	$11K	Hold	100	–	–	﹤0.01%	165
2024 Q1	$10K	Hold	100	–	–	﹤0.01%	177
2023 Q4	$10K	Hold	100	–	–	﹤0.01%	171
2023 Q3	$10K	Hold	100	–	–	﹤0.01%	167
2023 Q2	$10K	Hold	100	–	–	﹤0.01%	165
2023 Q1	$9K	Hold	100	–	–	﹤0.01%	170
2022 Q4	$9K	Buy	+100	New	+$8.42K	﹤0.01%	169
2015 Q2	–	Sell	-614	Closed	-$54K	–	273
2015 Q1	$54K	Hold	614	–	–	0.02%	175
2014 Q4	$51K	Hold	614	–	–	0.02%	177
2014 Q3	$52K	Hold	614	–	–	0.02%	178
2014 Q2	$50K	Hold	614	–	–	0.02%	184
2014 Q1	$47K	Hold	614	–	–	0.02%	175
2013 Q4	$44K	Hold	614	–	–	0.02%	176
2013 Q3	$42K	Hold	614	–	–	0.02%	174
2013 Q2	$39K	Buy	+614	New	+$39.9K	0.02%	183

Other funds holding NVS

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Horrell Capital Management's NVS Position: Q3 2026 in Review

Horrell Capital Management held its Novartis (NVS) position steady in Q3 2026 at 100 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #135.

Horrell Capital Management first reported a position in NVS in Q2 2013 and has held it in 24 quarters since. The position peaked at $54K in Q1 2015. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Horrell Capital Management held 100 shares of Novartis worth $14.3K as of Q3 2026.
Horrell Capital Management left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.01% of Horrell Capital Management's portfolio in Q3 2026, its #135 holding.
Horrell Capital Management first reported a position in Novartis in Q2 2013 and has held it in 24 quarters since.
Horrell Capital Management's Novartis position peaked at $54K in Q1 2015.
83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Horrell Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.