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HURRICANE CAPITAL ADVISORS LLC’s Novartis NVS Stock Holding History

HURRICANE CAPITAL 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 		– Sell
-535
Closed -$81.7K – 891
2026
Q1 		$81.7K Hold
535
– – 0.03% 460
2025
Q4 		$73.8K Sell
535
-985
-65% -$129K 0.02% 488
2025
Q3 		$195K Sell
1,520
-280
-16% -$34.2K 0.05% 309
2025
Q2 		$218K Hold
1,800
– – 0.05% 236
2025
Q1 		$201K Buy
1,800
+535
+42% +$57K 0.07% 199
2024
Q4 		$123K Hold
1,265
– – 0.04% 281
2024
Q3 		$146K Hold
1,265
– – 0.05% 275
2024
Q2 		$135K Hold
1,265
– – 0.05% 257
2024
Q1 		$122K Hold
1,265
– – 0.03% 306
2023
Q4 		$128K Buy
+1,265
New +$122K 0.05% 233

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HURRICANE CAPITAL ADVISORS LLC's NVS Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC sold out of Novartis (NVS) in Q2 2026, closing a stake of 535 shares — an estimated $81.7K sold.

HURRICANE CAPITAL ADVISORS LLC first reported a position in NVS in Q4 2023 and held it in 10 quarters. The position peaked at $218K in Q2 2025. 1,630 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • HURRICANE CAPITAL ADVISORS LLC reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • HURRICANE CAPITAL ADVISORS LLC sold 535 Novartis shares in Q2 2026, an estimated $81.7K.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in Novartis in Q4 2023 and held it in 10 quarters.
  • HURRICANE CAPITAL ADVISORS LLC's Novartis position peaked at $218K in Q2 2025.
  • 1,630 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.