MHR
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Matthew Hamilton Rosenberg’s Novartis NVS Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$264K Buy
1,855
+52
+3% +$7.89K 0.05% 183
2026
Q2 		$283K Buy
1,803
+461
+34% +$69.1K 0.05% 175
2026
Q1 		$205K Hold
1,342
– – 0.04% 208
2025
Q4 		$185K Hold
1,342
– – 0.04% 219
2025
Q3 		$172K Buy
1,342
+35
+3% +$4.27K 0.04% 234
2025
Q2 		$158K Hold
1,307
– – 0.04% 241
2025
Q1 		$146K Hold
1,307
– – 0.04% 242
2024
Q4 		$127K Sell
1,307
-7
-0.5% -$746 0.03% 269
2024
Q3 		$151K Buy
1,314
+126
+11% +$14.3K 0.04% 241
2024
Q2 		$127K Sell
1,188
-134
-10% -$13.5K 0.04% 247
2024
Q1 		$127K Sell
1,322
-1
-0.1% -$103 0.04% 272
2023
Q4 		$134K Sell
1,323
-2
-0.2% -$193 0.04% 245
2023
Q3 		$135K Buy
1,325
+60
+5% +$6.09K 0.05% 238
2023
Q2 		$128K Buy
1,265
+2
+0.2% +$200 0.04% 253
2023
Q1 		$116K Sell
1,263
-213
-14% -$18.6K 0.04% 283
2022
Q4 		$134K Hold
1,476
– – 0.05% 256
2022
Q3 		$112K Hold
1,476
– – 0.04% 261
2022
Q2 		$125K Buy
1,476
+644
+77% +$56.5K 0.05% 255
2022
Q1 		$73K Buy
832
+91
+12% +$7.88K 0.03% 371
2021
Q4 		$65K Sell
741
-267
-26% -$22.2K 0.02% 374
2021
Q3 		$82K Sell
1,008
-540
-35% -$48.6K 0.03% 312
2021
Q2 		$141K Buy
1,548
+170
+12% +$15.1K 0.07% 200
2021
Q1 		$118K Buy
1,378
+260
+23% +$23.3K 0.07% 223
2020
Q4 		$106K Hold
1,118
– – 0.07% 223
2020
Q3 		$97K Sell
1,118
-26
-2% -$2.25K 0.07% 212
2020
Q2 		$100K Buy
1,144
+135
+13% +$11.7K 0.08% 191
2020
Q1 		$84K Buy
+1,009
New +$90K 0.08% 159

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Matthew Hamilton Rosenberg's NVS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Novartis (NVS) stake by 2.9% in Q3 2026, buying an estimated $7.89K and bringing the position to 1,855 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #183.

Matthew Hamilton Rosenberg first reported a position in NVS in Q1 2020 and has held it in 27 quarters since. The position peaked at $283K in Q2 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,855 shares of Novartis worth $264K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 52 Novartis shares in Q3 2026, an estimated $7.89K.
  • Novartis made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #183 holding.
  • Matthew Hamilton Rosenberg first reported a position in Novartis in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Novartis position peaked at $283K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.