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HUB Investment Partners’s Novartis NVS Stock Holding History

HUB Investment Partners’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 		$1.56M Buy
9,958
+3,300
+50% +$495K 0.03% 343
2026
Q1 		$1.02M Buy
6,658
+2,017
+43% +$309K 0.02% 364
2025
Q4 		$640K Buy
4,641
+875
+23% +$115K 0.02% 418
2025
Q3 		$483K Buy
3,766
+311
+9% +$37.9K 0.02% 422
2025
Q2 		$418K Buy
3,455
+201
+6% +$22.7K 0.01% 425
2025
Q1 		$363K Buy
3,254
+241
+8% +$25.7K 0.01% 400
2024
Q4 		$293K Sell
3,013
-125
-4% -$13.3K 0.01% 409
2024
Q3 		$361K Buy
3,138
+1
+0% +$113 0.02% 349
2024
Q2 		$334K Buy
3,137
+191
+6% +$19.2K 0.01% 347
2024
Q1 		$285K Buy
+2,946
New +$302K 0.02% 367
2023
Q2 		– Sell
-2,567
Closed -$236K – 264
2023
Q1 		$236K Buy
+2,567
New +$224K 0.05% 188

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

HUB Investment Partners's NVS Position: Q2 2026 in Review

HUB Investment Partners increased its Novartis (NVS) stake by 50% in Q2 2026, buying an estimated $495K and bringing the position to 9,958 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #343.

HUB Investment Partners first reported a position in NVS in Q1 2023 and has held it in 11 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • HUB Investment Partners held 9,958 shares of Novartis worth $1.56M as of Q2 2026.
  • HUB Investment Partners bought 3,300 Novartis shares in Q2 2026, an estimated $495K.
  • Novartis made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #343 holding.
  • HUB Investment Partners first reported a position in Novartis in Q1 2023 and has held it in 11 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.