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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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Leonard Rickey Investment Advisors's NVS Position: Q1 2026 in Review

Leonard Rickey Investment Advisors reduced its Novartis (NVS) stake by 11% in Q1 2026, selling an estimated $87.5K and leaving 4,602 shares worth $703K. The position accounts for 0.12% of the portfolio, ranked #58.

Leonard Rickey Investment Advisors first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. The position peaked at $713K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Leonard Rickey Investment Advisors held 4,602 shares of Novartis worth $703K as of Q1 2026.
  • Leonard Rickey Investment Advisors sold 571 Novartis shares in Q1 2026, an estimated $87.5K.
  • Novartis made up 0.12% of Leonard Rickey Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • Leonard Rickey Investment Advisors first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
  • Leonard Rickey Investment Advisors's Novartis position peaked at $713K in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.