Wulff, Hansen & Co’s Novartis NVS Stock Holding History

Wulff, Hansen & Co’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	$447K	Sell	2,850 -15	-0.5%	-$2.25K	0.34%	70
2026 Q1	$438K	Hold	2,865	–	–	0.45%	65
2025 Q4	$395K	Sell	2,865 -60	-2%	-$7.86K	0.33%	72
2025 Q3	$375K	Hold	2,925	–	–	0.32%	77
2025 Q2	$354K	Sell	2,925 -5	-0.2%	-$564	0.3%	81
2025 Q1	$327K	Sell	2,930 -15	-0.5%	-$1.6K	0.3%	80
2024 Q4	$287K	Sell	2,945 -100	-3%	-$10.7K	0.27%	82
2024 Q3	$350K	Hold	3,045	–	–	0.32%	71
2024 Q2	$324K	Sell	3,045 -5	-0.2%	-$502	0.32%	70
2024 Q1	$295K	Sell	3,050 -145	-5%	-$14.9K	0.29%	72
2023 Q4	$323K	Hold	3,195	–	–	0.36%	65
2023 Q3	$325K	Buy	3,195 +250	+8%	+$25.4K	0.38%	63
2023 Q2	$297K	Hold	2,945	–	–	0.33%	66
2023 Q1	$271K	Sell	2,945 -480	-14%	-$41.9K	0.31%	68
2022 Q4	$311K	Hold	3,425	–	–	0.38%	60
2022 Q3	$260K	Hold	3,425	–	–	0.33%	72
2022 Q2	$290K	Hold	3,425	–	–	0.33%	71
2022 Q1	$301K	Sell	3,425 -745	-18%	-$64.5K	0.29%	74
2021 Q4	$365K	Buy	+4,170	New	+$346K	0.32%	69

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

Wulff, Hansen & Co's NVS Position: Q2 2026 in Review

Wulff, Hansen & Co reduced its Novartis (NVS) stake by 0.52% in Q2 2026, selling an estimated $2.25K and leaving 2,850 shares worth $447K. The position accounts for 0.34% of the portfolio, ranked #70.

Wulff, Hansen & Co first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Wulff, Hansen & Co held 2,850 shares of Novartis worth $447K as of Q2 2026.
Wulff, Hansen & Co sold 15 Novartis shares in Q2 2026, an estimated $2.25K.
Novartis made up 0.34% of Wulff, Hansen & Co's portfolio in Q2 2026, its #70 holding.
Wulff, Hansen & Co first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Wulff, Hansen & Co's 13F filing for Q2 2026, filed 5 Aug 2026.