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B. Riley Wealth Advisors’s Novartis NVS Stock Holding History

B. Riley Wealth Advisors’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 		$770K Buy
4,886
+44
+0.9% +$6.6K 0.04% 364
2026
Q1 		$728K Sell
4,842
-1,944
-29% -$298K 0.05% 354
2025
Q4 		$936K Sell
6,786
-1,186
-15% -$155K 0.04% 359
2025
Q3 		$1.02M Sell
7,972
-1,248
-14% -$152K 0.05% 335
2025
Q2 		$1.12M Buy
+9,220
New +$1.04M 0.05% 332
2024
Q4 		$1.92M Sell
19,769
-2,783
-12% -$297K 0.06% 288
2024
Q3 		$2.59M Sell
22,552
-2,447
-10% -$278K 0.07% 269
2024
Q2 		$2.66M Sell
24,999
-2,075
-8% -$208K 0.07% 275
2024
Q1 		$2.76M Buy
27,074
+295
+1% +$30.2K 0.07% 263
2023
Q4 		$2.7M Sell
26,779
-295
-1% -$28.5K 0.07% 275
2023
Q3 		$2.76M Sell
27,074
-950
-3% -$96.4K 0.07% 263
2023
Q2 		$2.83M Buy
28,024
+1,833
+7% +$183K 0.06% 285
2023
Q1 		$2.41M Sell
26,191
-387
-1% -$33.8K 0.06% 301
2022
Q4 		$2.41M Sell
26,578
-1,171
-4% -$98.6K 0.07% 296
2022
Q3 		$2.11M Buy
27,749
+5,834
+27% +$484K 0.06% 299
2022
Q2 		$1.85M Buy
21,915
+749
+4% +$65.7K 0.08% 263
2022
Q1 		$1.86M Buy
21,166
+717
+4% +$62.1K 0.06% 315
2021
Q4 		$1.79M Sell
20,449
-2,306
-10% -$191K 0.05% 382
2021
Q3 		$1.87M Sell
22,755
-94
-0.4% -$8.46K 0.06% 358
2021
Q2 		$2.08M Buy
22,849
+262
+1% +$23.3K 0.07% 324
2021
Q1 		$1.94M Buy
22,587
+15,124
+203% +$1.36M 0.07% 312
2020
Q4 		$707K Sell
7,463
-1,401
-16% -$122K 0.04% 433
2020
Q3 		$772K Buy
8,864
+2,463
+38% +$213K 0.04% 386
2020
Q2 		$560K Buy
6,401
+382
+6% +$33K 0.04% 418
2020
Q1 		$497K Buy
6,019
+1,418
+31% +$127K 0.04% 385
2019
Q4 		$436K Buy
4,601
+420
+10% +$37.7K 0.04% 480
2019
Q3 		$364K Sell
4,181
-920
-18% -$82.6K 0.04% 521
2019
Q2 		$467K Sell
5,101
-588
-10% -$49.8K 0.05% 402
2019
Q1 		$491K Buy
5,689
+423
+8% +$34K 0.06% 352
2018
Q4 		$406K Buy
5,266
+715
+16% +$55.7K 0.06% 358
2018
Q3 		$352K Buy
4,551
+1,042
+30% +$77K 0.04% 445
2018
Q2 		$238K Buy
3,509
+205
+6% +$14.1K 0.03% 554
2018
Q1 		$241K Buy
3,304
+474
+17% +$36.1K 0.03% 523
2017
Q4 		$215K Buy
+2,830
New +$214K 0.03% 557
2017
Q3 		– Sell
-3,410
Closed -$256K – 577
2017
Q2 		$256K Buy
+3,410
New +$242K 0.05% 410
2016
Q4 		– Sell
-3,263
Closed -$233K – 605
2016
Q3 		$233K Buy
3,263
+107
+3% +$7.8K 0.05% 493
2016
Q2 		$235K Sell
3,156
-3,157
-50% -$218K 0.05% 486
2016
Q1 		$410K Sell
6,313
-711
-10% -$48.4K 0.09% 262
2015
Q4 		$544K Sell
7,024
-1,008
-13% -$80.1K 0.11% 226
2015
Q3 		$664K Buy
8,032
+320
+4% +$28.5K 0.16% 175
2015
Q2 		$682K Buy
7,712
+1,246
+19% +$114K 0.17% 168
2015
Q1 		$571K Sell
6,466
-2,762
-30% -$245K 0.14% 191
2014
Q4 		$5.97K Buy
+9,228
New +$765K 0.13% 197
2014
Q3 		– Sell
-9,947
Closed -$807K – 1466
2014
Q2 		$807K Buy
9,947
+7,873
+380% +$619K 0.19% 115
2014
Q1 		$158K Buy
+2,074
New +$151K 0.05% 464

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

B. Riley Wealth Advisors's NVS Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Novartis (NVS) stake by 0.91% in Q2 2026, buying an estimated $6.6K and bringing the position to 4,886 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #364.

B. Riley Wealth Advisors first reported a position in NVS in Q1 2014 and has held it in 45 quarters since. The position peaked at $2.83M in Q2 2023. 439 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • B. Riley Wealth Advisors held 4,886 shares of Novartis worth $770K as of Q2 2026.
  • B. Riley Wealth Advisors bought 44 Novartis shares in Q2 2026, an estimated $6.6K.
  • Novartis made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #364 holding.
  • B. Riley Wealth Advisors first reported a position in Novartis in Q1 2014 and has held it in 45 quarters since.
  • B. Riley Wealth Advisors's Novartis position peaked at $2.83M in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.