Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$848K Buy
5,411
+1,314
+32% +$197K 0.45% 43
2026
Q1
$626K Buy
4,097
+1,764
+76% +$270K 0.34% 69
2025
Q4
$322K Sell
2,333
-381
-14% -$49.9K 0.15% 213
2025
Q3
$348K Sell
2,714
-403
-13% -$49.2K 0.15% 224
2025
Q2
$377K Buy
+3,117
New +$351K 0.21% 159
2025
Q1
Sell
-2,010
Closed -$196K 1093
2024
Q4
$196K Buy
+2,010
New +$214K 0.19% 116

Other funds holding NVS

R Squared's NVS Position: Q2 2026 in Review

R Squared increased its Novartis (NVS) stake by 32% in Q2 2026, buying an estimated $197K and bringing the position to 5,411 shares worth $848K. The position accounts for 0.45% of the portfolio, ranked #43.

R Squared first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • R Squared held 5,411 shares of Novartis worth $848K as of Q2 2026.
  • R Squared bought 1,314 Novartis shares in Q2 2026, an estimated $197K.
  • Novartis made up 0.45% of R Squared's portfolio in Q2 2026, its #43 holding.
  • R Squared first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.