HRT Financial’s Novartis NVS Stock Holding History

HRT Financial’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	$14M	Buy	89,587 +64,701	+260%	+$9.7M	0.03%	619
2026 Q1	$3.8M	Sell	24,886 -132,775	-84%	-$20.4M	0.01%	1162
2025 Q4	$21.7M	Buy	157,661 +18,802	+14%	+$2.46M	0.07%	207
2025 Q3	$17.8M	Buy	138,859 +100,879	+266%	+$12.3M	0.07%	219
2025 Q2	$4.59M	Sell	37,980 -8,718	-19%	-$983K	0.02%	571
2025 Q1	$5.21M	Sell	46,698 -10,030	-18%	-$1.07M	0.03%	423
2024 Q4	$5.52M	Buy	56,728 +36,882	+186%	+$3.93M	0.03%	375
2024 Q3	$2.28M	Buy	+19,846	New	+$2.25M	0.01%	832
2023 Q4	–	Sell	-4,179	Closed	-$425K	–	2852
2023 Q3	$425K	Buy	+4,179	New	+$424K	﹤0.01%	1486
2023 Q1	–	Sell	-3,762	Closed	-$341K	–	2975
2022 Q4	$341K	Buy	+3,762	New	+$317K	﹤0.01%	1657
2022 Q2	–	Sell	-16,038	Closed	-$1.41M	–	3477
2022 Q1	$1.41M	Sell	16,038 -5,675	-26%	-$491K	0.01%	819
2021 Q4	$1.9M	Sell	21,713 -6,187	-22%	-$514K	0.01%	692
2021 Q3	$2.28M	Buy	+27,900	New	+$2.51M	0.01%	648
2021 Q2	–	Sell	-23,848	Closed	-$2.04M	–	3314
2021 Q1	$2.04M	Buy	23,848 +13,625	+133%	+$1.22M	0.02%	604
2020 Q4	$965K	Buy	+10,223	New	+$893K	0.02%	696
2018 Q4	–	Sell	-2,950	Closed	-$227K	–	705
2018 Q3	$227K	Buy	+2,950	New	+$218K	0.04%	307
2016 Q3	–	Sell	-3,233	Closed	-$239K	–	161
2016 Q2	$239K	Buy	+3,233	New	+$223K	0.15%	81

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

HRT Financial's NVS Position: Q2 2026 in Review

HRT Financial increased its Novartis (NVS) stake by 260% in Q2 2026, buying an estimated $9.7M and bringing the position to 89,587 shares worth $14M. The position accounts for 0.03% of the portfolio, ranked #619.

HRT Financial first reported a position in NVS in Q2 2016 and has held it in 17 quarters since. The position peaked at $21.7M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

HRT Financial held 89,587 shares of Novartis worth $14M as of Q2 2026.
HRT Financial bought 64,701 Novartis shares in Q2 2026, an estimated $9.7M.
Novartis made up 0.03% of HRT Financial's portfolio in Q2 2026, its #619 holding.
HRT Financial first reported a position in Novartis in Q2 2016 and has held it in 17 quarters since.
HRT Financial's Novartis position peaked at $21.7M in Q4 2025.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.