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S Harris Financial Group’s Novartis NVS Stock Holding History

S Harris Financial Group’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 		$257K Sell
1,640
-66
-4% -$9.89K 0.2% 93
2026
Q1 		$261K Buy
+1,706
New +$262K 0.24% 79

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

S Harris Financial Group's NVS Position: Q2 2026 in Review

S Harris Financial Group reduced its Novartis (NVS) stake by 3.9% in Q2 2026, selling an estimated $9.89K and leaving 1,640 shares worth $257K. The position accounts for 0.2% of the portfolio, ranked #93.

S Harris Financial Group first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. The position peaked at $261K in Q1 2026. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • S Harris Financial Group held 1,640 shares of Novartis worth $257K as of Q2 2026.
  • S Harris Financial Group sold 66 Novartis shares in Q2 2026, an estimated $9.89K.
  • Novartis made up 0.2% of S Harris Financial Group's portfolio in Q2 2026, its #93 holding.
  • S Harris Financial Group first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • S Harris Financial Group's Novartis position peaked at $261K in Q1 2026.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.