Murphy Middleton Hinkle & Parker’s Novartis NVS Stock Holding History

Murphy Middleton Hinkle & Parker’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	$241K	Hold	1,540	–	–	0.1%	127
2026 Q1	$235K	Buy	+1,540	New	+$236K	0.11%	125
2024 Q4	–	Sell	-1,882	Closed	-$216K	–	138
2024 Q3	$216K	Sell	1,882 -84	-4%	-$9.53K	0.12%	129
2024 Q2	$209K	Buy	+1,966	New	+$197K	0.12%	130
2024 Q1	–	Sell	-2,072	Closed	-$209K	–	137
2023 Q4	$209K	Buy	2,072 +97	+5%	+$9.36K	0.13%	129
2023 Q3	$201K	Buy	+1,975	New	+$200K	0.13%	132
2021 Q2	–	Sell	-3,609	Closed	-$308K	–	144
2021 Q1	$308K	Sell	3,609 -24	-0.7%	-$2.15K	0.18%	121
2020 Q4	$343K	Sell	3,633 -85	-2%	-$7.43K	0.23%	107
2020 Q3	$323K	Hold	3,718	–	–	0.24%	100
2020 Q2	$325K	Hold	3,718	–	–	0.24%	98
2020 Q1	$307K	Hold	3,718	–	–	0.27%	94
2019 Q4	$352K	Hold	3,718	–	–	0.23%	101
2019 Q3	$323K	Hold	3,718	–	–	0.23%	97
2019 Q2	$339K	Sell	3,718 -431	-10%	-$36.5K	0.24%	96
2019 Q1	$357K	Hold	4,149	–	–	0.25%	98
2018 Q4	$319K	Hold	4,149	–	–	0.24%	97
2018 Q3	$320K	Hold	4,149	–	–	0.23%	102
2018 Q2	$281K	Hold	4,149	–	–	0.21%	107
2018 Q1	$301K	Hold	4,149	–	–	0.23%	99
2017 Q4	$312K	Buy	+4,149	New	+$313K	0.23%	99

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Murphy Middleton Hinkle & Parker's NVS Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its Novartis (NVS) position steady in Q2 2026 at 1,540 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #127.

Murphy Middleton Hinkle & Parker first reported a position in NVS in Q4 2017 and has held it in 20 quarters since. The position peaked at $357K in Q1 2019. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Murphy Middleton Hinkle & Parker held 1,540 shares of Novartis worth $241K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.1% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #127 holding.
Murphy Middleton Hinkle & Parker first reported a position in Novartis in Q4 2017 and has held it in 20 quarters since.
Murphy Middleton Hinkle & Parker's Novartis position peaked at $357K in Q1 2019.
325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.