HCM
NVS icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hutner Capital Management's NVS Position: Q1 2026 in Review

Hutner Capital Management increased its Novartis (NVS) stake by 0.03% in Q1 2026, buying an estimated $307 and bringing the position to 6,834 shares worth $1.04M. 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 29 quarters since. The position peaked at $1.56M in Q4 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Hutner Capital Management held 6,834 shares of Novartis worth $1.04M as of Q1 2026.
  • Hutner Capital Management bought 2 Novartis shares in Q1 2026, an estimated $307.
  • Novartis made up 0.43% of Hutner Capital Management's portfolio in Q1 2026, its #35 holding.
  • Hutner Capital Management first reported a position in Novartis in Q4 2018 and has held it in 29 quarters since.
  • Hutner Capital Management's Novartis position peaked at $1.56M in Q4 2019.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Hutner Capital Management's 13F filing for Q1 2026, filed 15 May 2026.