Houlihan Financial Resource Group’s Novartis NVS Stock Holding History

Houlihan Financial Resource Group’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	$260K	Hold	1,700	–	–	0.1%	101
2025 Q4	$248K	Buy	+1,700	New	+$223K	0.09%	103
2025 Q2	–	Sell	-1,850	Closed	-$206K	–	108
2025 Q1	$206K	Buy	+1,850	New	+$197K	0.09%	100
2024 Q4	–	Sell	-2,200	Closed	-$253K	–	104
2024 Q3	$253K	Hold	2,200	–	–	0.1%	98
2024 Q2	$234K	Hold	2,200	–	–	0.16%	57
2024 Q1	$213K	Hold	2,200	–	–	0.1%	98
2023 Q4	$222K	Hold	2,200	–	–	0.11%	96
2023 Q3	$214K	Sell	2,200 -76,250	-97%	-$7.74M	0.11%	92
2023 Q2	$7.85M	Buy	78,450 +76,250	+3,466%	+$7.63M	0.24%	41
2023 Q1	$202K	Buy	+2,200	New	+$192K	0.11%	88
2020 Q3	$299K	Buy	+3,475	New	+$301K	0.17%	80
2020 Q1	$287K	Sell	3,475 -50	-1%	-$4.46K	0.25%	68
2019 Q4	$334K	Buy	+3,525	New	+$316K	0.22%	76

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

Houlihan Financial Resource Group's NVS Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Novartis (NVS) position steady in Q1 2026 at 1,700 shares worth $260K. The position accounts for 0.1% of the portfolio, ranked #101.

Houlihan Financial Resource Group first reported a position in NVS in Q4 2019 and has held it in 13 quarters since. The position peaked at $7.85M in Q2 2023. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Houlihan Financial Resource Group held 1,700 shares of Novartis worth $260K as of Q1 2026.
Houlihan Financial Resource Group left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.1% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #101 holding.
Houlihan Financial Resource Group first reported a position in Novartis in Q4 2019 and has held it in 13 quarters since.
Houlihan Financial Resource Group's Novartis position peaked at $7.85M in Q2 2023.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.