Sanders Morris Harris’s Novartis NVS Stock Holding History

Sanders Morris Harris’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	-2,000	Closed	-$306K	–	212
2026 Q1	$306K	Buy	+2,000	New	+$307K	0.05%	229
2025 Q4	–	Sell	-2,000	Closed	-$256K	–	217
2025 Q3	$256K	Buy	+2,000	New	+$244K	0.03%	248
2025 Q2	–	Sell	-2,000	Closed	-$219K	–	259
2025 Q1	$219K	Buy	+2,000	New	+$213K	0.03%	244
2024 Q4	–	Sell	-2,000	Closed	-$230K	–	307
2024 Q3	$230K	Hold	2,000	–	–	0.04%	243
2024 Q2	$213K	Buy	+2,000	New	+$201K	0.04%	245
2024 Q1	–	Sell	-2,000	Closed	-$214K	–	281
2023 Q4	$214K	Hold	2,000	–	–	0.11%	155
2023 Q3	$203K	Buy	+2,000	New	+$203K	0.04%	231
2016 Q2	–	Sell	-13,660	Closed	-$887K	–	305
2016 Q1	$887K	Buy	+13,660	New	+$929K	0.15%	131

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Morris Harris's NVS Position: Q2 2026 in Review

Sanders Morris Harris sold out of Novartis (NVS) in Q2 2026, closing a stake of 2,000 shares — an estimated $306K sold.

Sanders Morris Harris first reported a position in NVS in Q1 2016 and held it in 8 quarters. The position peaked at $887K in Q1 2016. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Sanders Morris Harris reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 2,000 Novartis shares in Q2 2026, an estimated $306K.
Sanders Morris Harris first reported a position in Novartis in Q1 2016 and held it in 8 quarters.
Sanders Morris Harris's Novartis position peaked at $887K in Q1 2016.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.