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LRI Investments’s Novartis NVS Stock Holding History

LRI Investments’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 		$460K Hold
2,933
– – 0.04% 196
2026
Q1 		$448K Buy
2,933
+155
+6% +$23.8K 0.04% 190
2025
Q4 		$383K Sell
2,778
-116
-4% -$15.2K 0.03% 200
2025
Q3 		$371K Buy
2,894
+116
+4% +$14.2K 0.03% 209
2025
Q2 		$336K Buy
2,778
+44
+2% +$4.96K 0.03% 218
2025
Q1 		$305K Hold
2,734
– – 0.03% 212
2024
Q4 		$266K Sell
2,734
-2,000
-42% -$213K 0.03% 219
2024
Q3 		$490K Buy
4,734
+2,566
+118% +$291K 0.05% 152
2024
Q2 		$231K Buy
2,168
+2,000
+1,190% +$201K 0.03% 224
2024
Q1 		$16.3K Buy
+168
New +$17.2K ﹤0.01% 409

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

LRI Investments's NVS Position: Q2 2026 in Review

LRI Investments held its Novartis (NVS) position steady in Q2 2026 at 2,933 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #196.

LRI Investments first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $490K in Q3 2024. 717 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • LRI Investments held 2,933 shares of Novartis worth $460K as of Q2 2026.
  • LRI Investments left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.04% of LRI Investments's portfolio in Q2 2026, its #196 holding.
  • LRI Investments first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Novartis position peaked at $490K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.