Highland Investment Advisors LLC’s Novartis NVS Stock Holding History

Highland Investment Advisors LLC’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	$25.2K	Buy	+161	New	+$24.1K	0.01%	250

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Highland Investment Advisors LLC's NVS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Novartis (NVS) in Q2 2026: 161 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

1,369 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Highland Investment Advisors LLC held 161 shares of Novartis worth $25.2K as of Q2 2026.
Novartis was a new Highland Investment Advisors LLC position in Q2 2026.
Novartis made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #250 holding.
1,369 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.