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Nicholas Hoffman & Company’s Novartis NVS Stock Holding History

Nicholas Hoffman & Company’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 		$1.53M Buy
9,771
+55
+0.6% +$8.24K 0.03% 111
2026
Q1 		$1.48M Buy
9,716
+14
+0.1% +$2.15K 0.03% 104
2025
Q4 		$1.34M Buy
9,702
+20
+0.2% +$2.62K 0.03% 109
2025
Q3 		$1.24M Sell
9,682
-1,351
-12% -$165K 0.03% 121
2025
Q2 		$1.34M Buy
11,033
+67
+0.6% +$7.55K 0.03% 107
2025
Q1 		$1.22M Buy
10,966
+1,008
+10% +$107K 0.05% 109
2024
Q4 		$969K Sell
9,958
-31
-0.3% -$3.31K 0.04% 125
2024
Q3 		$1.15M Buy
9,989
+108
+1% +$12.3K 0.05% 114
2024
Q2 		$1.05M Sell
9,881
-40
-0.4% -$4.01K 0.05% 116
2024
Q1 		$960K Buy
9,921
+64
+0.6% +$6.56K 0.05% 126
2023
Q4 		$995K Hold
9,857
– – 0.06% 119
2023
Q3 		$1M Sell
9,857
-70
-0.7% -$7.11K 0.07% 111
2023
Q2 		$1M Buy
9,927
+276
+3% +$27.6K 0.04% 115
2023
Q1 		$888K Hold
9,651
– – 0.08% 123
2022
Q4 		$876K Buy
9,651
+10
+0.1% +$842 0.09% 121
2022
Q3 		$733K Buy
9,641
+260
+3% +$21.6K 0.03% 128
2022
Q2 		$793K Sell
9,381
-211
-2% -$18.5K 0.04% 123
2022
Q1 		$842K Buy
9,592
+90
+0.9% +$7.79K 0.03% 124
2021
Q4 		$831K Buy
9,502
+17
+0.2% +$1.41K 0.03% 126
2021
Q3 		$776K Sell
9,485
-824
-8% -$74.1K 0.14% 126
2021
Q2 		$941K Buy
10,309
+53
+0.5% +$4.72K 0.17% 111
2021
Q1 		$877K Buy
10,256
+1,427
+16% +$128K 0.18% 110
2020
Q4 		$834K Buy
8,829
+27
+0.3% +$2.36K 0.19% 98
2020
Q3 		$765K Buy
8,802
+739
+9% +$64K 0.2% 96
2020
Q2 		$704K Buy
8,063
+460
+6% +$39.7K 0.2% 97
2020
Q1 		$627K Buy
7,603
+384
+5% +$34.3K 0.21% 99
2019
Q4 		$684K Hold
7,219
– – 0.19% 112
2019
Q3 		$627K Hold
7,219
– – 0.19% 113
2019
Q2 		$659K Sell
7,219
-1,357
-16% -$115K 0.2% 107
2019
Q1 		$739K Sell
8,576
-1,756
-17% -$141K 0.24% 101
2018
Q4 		$794K Hold
10,332
– – 0.27% 83
2018
Q3 		$798K Sell
10,332
-340
-3% -$25.1K 0.27% 86
2018
Q2 		$722K Buy
10,672
+8
+0.1% +$552 0.27% 89
2018
Q1 		$773K Sell
10,664
-129
-1% -$9.82K 0.3% 85
2017
Q4 		$812K Sell
10,793
-701
-6% -$52.9K 0.32% 79
2017
Q3 		$884K Buy
11,494
+658
+6% +$49.7K 0.37% 73
2017
Q2 		$810K Buy
10,836
+705
+7% +$50K 0.37% 71
2017
Q1 		$674K Sell
10,131
-191
-2% -$12.7K 0.32% 77
2016
Q4 		$674K Buy
10,322
+24
+0.2% +$1.56K 0.34% 75
2016
Q3 		$729K Buy
10,298
+120
+1% +$8.74K 0.4% 66
2016
Q2 		$752K Buy
+10,178
New +$703K 0.43% 62

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Nicholas Hoffman & Company's NVS Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Novartis (NVS) stake by 0.57% in Q2 2026, buying an estimated $8.24K and bringing the position to 9,771 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #111.

Nicholas Hoffman & Company first reported a position in NVS in Q2 2016 and has held it in 41 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Nicholas Hoffman & Company held 9,771 shares of Novartis worth $1.53M as of Q2 2026.
  • Nicholas Hoffman & Company bought 55 Novartis shares in Q2 2026, an estimated $8.24K.
  • Novartis made up 0.03% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #111 holding.
  • Nicholas Hoffman & Company first reported a position in Novartis in Q2 2016 and has held it in 41 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.