HFS
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Hughes Financial Services’s Novartis NVS Stock Holding History

Hughes Financial Services’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 		$6.11K Hold
39
– – ﹤0.01% 461
2026
Q1 		$5.96K Hold
39
– – ﹤0.01% 404
2025
Q4 		$5.38K Hold
39
– – ﹤0.01% 385
2025
Q3 		$4.96K Hold
39
– – ﹤0.01% 392
2025
Q2 		$4.43K Hold
39
– – ﹤0.01% 418
2025
Q1 		$4.28K Buy
+39
New +$4.15K ﹤0.01% 429

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

Hughes Financial Services's NVS Position: Q2 2026 in Review

Hughes Financial Services held its Novartis (NVS) position steady in Q2 2026 at 39 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Hughes Financial Services first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hughes Financial Services held 39 shares of Novartis worth $6.11K as of Q2 2026.
  • Hughes Financial Services left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #461 holding.
  • Hughes Financial Services first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.