LJHT
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Laurie J. Hall Trustee’s Novartis NVS Stock Holding History

Laurie J. Hall Trustee’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 		$3.59M Sell
22,897
-300
-1% -$45K 1.12% 28
2026
Q1 		$3.54M Sell
23,197
-925
-4% -$142K 1.25% 25
2025
Q4 		$3.33M Sell
24,122
-1,210
-5% -$158K 1.11% 30
2025
Q3 		$3.25M Buy
25,332
+190
+0.8% +$23.2K 1.06% 30
2025
Q2 		$3.04M Sell
25,142
-1,000
-4% -$113K 1.01% 32
2025
Q1 		$2.91M Sell
26,142
-1,073
-4% -$114K 1.04% 34
2024
Q4 		$2.65M Sell
27,215
-337
-1% -$35.9K 0.87% 35
2024
Q3 		$3.17M Sell
27,552
-40
-0.1% -$4.54K 1% 30
2024
Q2 		$2.94M Sell
27,592
-65
-0.2% -$6.53K 1.02% 31
2024
Q1 		$2.68M Sell
27,657
-140
-0.5% -$14.4K 0.94% 36
2023
Q4 		$2.81M Buy
27,797
+25
+0.1% +$2.41K 1.08% 33
2023
Q3 		$2.83M Buy
27,772
+65
+0.2% +$6.6K 1.2% 32
2023
Q2 		$2.8M Buy
27,707
+5
+0% +$500 1.11% 34
2023
Q1 		$2.55M Buy
27,702
+1,775
+7% +$155K 1.09% 35
2022
Q4 		$2.35M Buy
25,927
+30
+0.1% +$2.53K 1.06% 37
2022
Q3 		$1.97M Buy
25,897
+50
+0.2% +$4.14K 0.97% 36
2022
Q2 		$2.19M Hold
25,847
– – 1.02% 34
2022
Q1 		$2.27M Buy
25,847
+135
+0.5% +$11.7K 0.87% 38
2021
Q4 		$2.25M Sell
25,712
-134
-0.5% -$11.1K 0.8% 39
2021
Q3 		$2.11M Hold
25,846
– – 0.82% 41
2021
Q2 		$2.36M Sell
25,846
-100
-0.4% -$8.9K 0.89% 37
2021
Q1 		$2.22M Sell
25,946
-130
-0.5% -$11.7K 0.85% 44
2020
Q4 		$2.46M Buy
26,076
+1,966
+8% +$172K 1% 35
2020
Q3 		$2.1M Buy
+24,110
New +$2.09M 0.94% 40
2019
Q4 		$2.26M Buy
23,870
+2,150
+10% +$193K 1.04% 32
2019
Q3 		$1.89M Sell
21,720
-80
-0.4% -$7.18K 0.96% 33
2019
Q2 		$1.99M Sell
21,800
-2,696
-11% -$228K 1.03% 31
2019
Q1 		$2.11M Sell
24,496
-1,511
-6% -$121K 1.11% 28
2018
Q4 		$2.07M Buy
26,007
+1,028
+4% +$80K 1.14% 29
2018
Q3 		$1.93M Buy
24,979
+2,483
+11% +$184K 1.02% 32
2018
Q2 		$1.52M Buy
22,496
+641
+3% +$44.2K 0.87% 34
2018
Q1 		$1.58M Buy
21,855
+977
+5% +$74.4K 0.96% 33
2017
Q4 		$1.57M Buy
20,878
+1,166
+6% +$88K 0.9% 35
2017
Q3 		$1.52M Buy
19,712
+1,060
+6% +$80.1K 0.94% 33
2017
Q2 		$1.4M Buy
18,652
+56
+0.3% +$3.97K 0.89% 32
2017
Q1 		$1.23M Buy
18,596
+502
+3% +$33.5K 0.78% 39
2016
Q4 		$1.19M Buy
+18,094
New +$1.17M 0.76% 39
2016
Q2 		$1.12M Buy
15,209
+1,007
+7% +$69.6K 0.73% 39
2016
Q1 		$973K Buy
14,202
+1,463
+11% +$99.5K 0.61% 44
2015
Q4 		$836K Buy
12,739
+8,163
+178% +$648K 0.6% 41
2015
Q3 		$376K Buy
4,576
+112
+3% +$9.97K 0.3% 61
2015
Q2 		$393K Buy
4,464
+50
+1% +$4.59K 0.29% 66
2015
Q1 		$390K Hold
4,414
– – 0.28% 63
2014
Q4 		$366K Hold
4,414
– – 0.26% 67
2014
Q3 		$372K Hold
4,414
– – 0.28% 63
2014
Q2 		$358K Hold
4,414
– – 0.27% 62
2014
Q1 		$336K Hold
4,414
– – 0.26% 67
2013
Q4 		$318K Sell
4,414
-111
-2% -$7.72K 0.24% 69
2013
Q3 		$311K Hold
4,525
– – 0.26% 65
2013
Q2 		$287K Buy
+4,525
New +$294K 0.25% 66

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Laurie J. Hall Trustee's NVS Position: Q2 2026 in Review

Laurie J. Hall Trustee reduced its Novartis (NVS) stake by 1.3% in Q2 2026, selling an estimated $45K and leaving 22,897 shares worth $3.59M. The position accounts for 1.12% of the portfolio, ranked #28.

Laurie J. Hall Trustee first reported a position in NVS in Q2 2013 and has held it in 50 quarters since. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Laurie J. Hall Trustee held 22,897 shares of Novartis worth $3.59M as of Q2 2026.
  • Laurie J. Hall Trustee sold 300 Novartis shares in Q2 2026, an estimated $45K.
  • Novartis made up 1.12% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #28 holding.
  • Laurie J. Hall Trustee first reported a position in Novartis in Q2 2013 and has held it in 50 quarters since.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.