HFAS
NVS icon

Hummer Financial Advisory Services’s Novartis NVS Stock Holding History

Hummer Financial Advisory 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 		$302K Hold
1,926
– – 0.2% 94
2026
Q1 		$294K Hold
1,926
– – 0.21% 95
2025
Q4 		$266K Buy
+1,926
New +$252K 0.19% 96
2024
Q4 		– Sell
-1,926
Closed -$222K – 113
2024
Q3 		$222K Hold
1,926
– – 0.17% 102
2024
Q2 		$205K Buy
+1,926
New +$193K 0.18% 99

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hummer Financial Advisory Services's NVS Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Novartis (NVS) position steady in Q2 2026 at 1,926 shares worth $302K. The position accounts for 0.2% of the portfolio, ranked #94.

Hummer Financial Advisory Services first reported a position in NVS in Q2 2024 and has held it in 5 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hummer Financial Advisory Services held 1,926 shares of Novartis worth $302K as of Q2 2026.
  • Hummer Financial Advisory Services left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.2% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #94 holding.
  • Hummer Financial Advisory Services first reported a position in Novartis in Q2 2024 and has held it in 5 quarters since.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.