Hutner Capital Management’s Novartis NVS Stock Holding History

Hutner Capital Management’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	$1.08M	Buy	6,891 +57	+0.8%	+$8.54K	0.43%	35
2026 Q1	$1.04M	Buy	6,834 +2	+0%	+$307	0.43%	35
2025 Q4	$942K	Buy	6,832 +399	+6%	+$52.3K	0.39%	37
2025 Q3	$825K	Buy	6,433 +646	+11%	+$78.8K	0.35%	37
2025 Q2	$700K	Buy	5,787 +23	+0.4%	+$2.59K	0.32%	38
2025 Q1	$643K	Sell	5,764 -130	-2%	-$13.8K	0.27%	38
2024 Q4	$574K	Buy	5,894 +3,324	+129%	+$354K	0.28%	37
2024 Q3	$296K	Buy	2,570 +647	+34%	+$73.4K	0.15%	42
2024 Q2	$205K	Buy	+1,923	New	+$193K	0.11%	44
2024 Q1	–	Sell	-2,040	Closed	-$206K	–	44
2023 Q4	$206K	Sell	2,040 -180	-8%	-$17.4K	0.12%	44
2023 Q3	$226K	Sell	2,220 -60	-3%	-$6.09K	0.14%	43
2023 Q2	$230K	Hold	2,280	–	–	0.13%	43
2023 Q1	$210K	Sell	2,280 -118	-5%	-$10.3K	0.13%	43
2022 Q4	$218K	Sell	2,398 -368	-13%	-$31K	0.13%	44
2022 Q3	$210K	Sell	2,766 -1,878	-40%	-$156K	0.15%	44
2022 Q2	$393K	Sell	4,644 -1,516	-25%	-$133K	0.26%	39
2022 Q1	$541K	Sell	6,160 -384	-6%	-$33.2K	0.31%	38
2021 Q4	$572K	Sell	6,544 -546	-8%	-$45.3K	0.33%	40
2021 Q3	$580K	Sell	7,090 -4,243	-37%	-$382K	0.38%	38
2021 Q2	$1.03M	Sell	11,333 -4,761	-30%	-$424K	0.66%	29
2021 Q1	$1.38M	Sell	16,094 -362	-2%	-$32.5K	0.9%	29
2020 Q4	$1.55M	Sell	16,456 -179	-1%	-$15.6K	1.08%	27
2020 Q3	$1.45M	Buy	16,635 +2,040	+14%	+$177K	1.08%	27
2020 Q2	$1.27M	Buy	14,595 +1,956	+15%	+$169K	1.08%	27
2020 Q1	$1.04M	Sell	12,639 -3,818	-23%	-$341K	0.95%	28
2019 Q4	$1.56M	Buy	16,457 +1,077	+7%	+$96.6K	1.07%	27
2019 Q3	$1.34M	Buy	15,380 +2,152	+16%	+$193K	0.95%	26
2019 Q2	$1.21M	Buy	13,228 +1,292	+11%	+$109K	0.86%	26
2019 Q1	$1.03M	Buy	11,936 +4,096	+52%	+$329K	0.75%	28
2018 Q4	$603K	Buy	+7,840	New	+$610K	0.47%	30

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

Hutner Capital Management's NVS Position: Q2 2026 in Review

Hutner Capital Management increased its Novartis (NVS) stake by 0.83% in Q2 2026, buying an estimated $8.54K and bringing the position to 6,891 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #35.

Hutner Capital Management first reported a position in NVS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.56M in Q4 2019. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Hutner Capital Management held 6,891 shares of Novartis worth $1.08M as of Q2 2026.
Hutner Capital Management bought 57 Novartis shares in Q2 2026, an estimated $8.54K.
Novartis made up 0.43% of Hutner Capital Management's portfolio in Q2 2026, its #35 holding.
Hutner Capital Management first reported a position in Novartis in Q4 2018 and has held it in 30 quarters since.
Hutner Capital Management's Novartis position peaked at $1.56M in Q4 2019.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hutner Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.