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Hurlow Wealth Management Group’s Novartis NVS Stock Holding History

Hurlow Wealth Management 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
Q2 		$272K Hold
1,735
– – 0.06% 111
2026
Q1 		$265K Hold
1,735
– – 0.06% 106
2025
Q4 		$239K Sell
1,735
-228
-12% -$29.9K 0.06% 113
2025
Q3 		$252K Sell
1,963
-1,006
-34% -$123K 0.07% 103
2025
Q2 		$359K Hold
2,969
– – 0.1% 82
2025
Q1 		$331K Hold
2,969
– – 0.1% 84
2024
Q4 		$289K Hold
2,969
– – 0.09% 94
2024
Q3 		$341K Hold
2,969
– – 0.11% 84
2024
Q2 		$316K Sell
2,969
-10
-0.3% -$1K 0.11% 85
2024
Q1 		$288K Buy
2,979
+10
+0.3% +$1.02K 0.1% 89
2023
Q4 		$300K Hold
2,969
– – 0.11% 83
2023
Q3 		$302K Hold
2,969
– – 0.13% 83
2023
Q2 		$300K Hold
2,969
– – 0.13% 81
2023
Q1 		$273K Hold
2,969
– – 0.13% 85
2022
Q4 		$269K Hold
2,969
– – 0.14% 86
2022
Q3 		$226K Sell
2,969
-55
-2% -$4.56K 0.13% 89
2022
Q2 		$256K Hold
3,024
– – 0.15% 83
2022
Q1 		$265K Sell
3,024
-302
-9% -$26.1K 0.16% 78
2021
Q4 		$301K Sell
3,326
-784
-19% -$65.1K 0.24% 68
2021
Q3 		$336K Buy
4,110
+1,086
+36% +$97.7K 0.2% 70
2021
Q2 		$276K Sell
3,024
-40
-1% -$3.56K 0.18% 78
2021
Q1 		$262K Buy
3,064
+40
+1% +$3.59K 0.19% 83
2020
Q4 		$286K Hold
3,024
– – 0.22% 74
2020
Q3 		$263K Sell
3,024
-58
-2% -$5.03K 0.24% 70
2020
Q2 		$265K Sell
3,082
-107
-3% -$9.24K 0.26% 72
2020
Q1 		$273K Sell
3,189
-312
-9% -$27.8K 0.29% 71
2019
Q4 		$332K Hold
3,501
– – 0.33% 76
2019
Q3 		$301K Hold
3,501
– – 0.32% 74
2019
Q2 		$318K Sell
3,501
-406
-10% -$34.4K 0.33% 69
2019
Q1 		$288K Sell
3,907
-188
-5% -$15.1K 0.31% 74
2018
Q4 		$314K Buy
+4,095
New +$319K 0.38% 63

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

Hurlow Wealth Management Group's NVS Position: Q2 2026 in Review

Hurlow Wealth Management Group held its Novartis (NVS) position steady in Q2 2026 at 1,735 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #111.

Hurlow Wealth Management Group first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. The position peaked at $359K in Q2 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hurlow Wealth Management Group held 1,735 shares of Novartis worth $272K as of Q2 2026.
  • Hurlow Wealth Management Group left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #111 holding.
  • Hurlow Wealth Management Group first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's Novartis position peaked at $359K in Q2 2025.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.