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Leonard Rickey Investment Advisors’s Novartis NVS Stock Holding History

Leonard Rickey Investment 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 		$725K Buy
4,626
+24
+0.5% +$3.6K 0.11% 56
2026
Q1 		$703K Sell
4,602
-571
-11% -$87.5K 0.12% 58
2025
Q4 		$713K Buy
5,173
+407
+9% +$53.3K 0.13% 56
2025
Q3 		$611K Buy
4,766
+238
+5% +$29K 0.12% 59
2025
Q2 		$548K Buy
4,528
+75
+2% +$8.45K 0.11% 59
2025
Q1 		$487K Buy
4,453
+171
+4% +$18.2K 0.11% 58
2024
Q4 		$417K Buy
4,282
+77
+2% +$8.21K 0.1% 63
2024
Q3 		$484K Sell
4,205
-35
-0.8% -$3.97K 0.11% 62
2024
Q2 		$451K Buy
4,240
+662
+19% +$66.5K 0.11% 60
2024
Q1 		$346K Buy
3,578
+709
+25% +$72.7K 0.09% 61
2023
Q4 		$290K Buy
2,869
+58
+2% +$5.6K 0.09% 67
2023
Q3 		$286K Buy
2,811
+332
+13% +$33.7K 0.09% 63
2023
Q2 		$250K Buy
2,479
+49
+2% +$4.9K 0.09% 63
2023
Q1 		$224K Buy
+2,430
New +$212K 0.09% 62

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

Leonard Rickey Investment Advisors's NVS Position: Q2 2026 in Review

Leonard Rickey Investment Advisors increased its Novartis (NVS) stake by 0.52% in Q2 2026, buying an estimated $3.6K and bringing the position to 4,626 shares worth $725K. The position accounts for 0.11% of the portfolio, ranked #56.

Leonard Rickey Investment Advisors first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 1,626 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Leonard Rickey Investment Advisors held 4,626 shares of Novartis worth $725K as of Q2 2026.
  • Leonard Rickey Investment Advisors bought 24 Novartis shares in Q2 2026, an estimated $3.6K.
  • Novartis made up 0.11% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #56 holding.
  • Leonard Rickey Investment Advisors first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
  • 1,626 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.