Range Financial Group’s Novartis NVS Stock Holding History

Range Financial Group’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	$523K	Buy	3,335 +29	+0.9%	+$4.35K	0.14%	141
2026 Q1	$505K	Sell	3,306 -7	-0.2%	-$1.07K	0.17%	128
2025 Q4	$457K	Buy	3,313 +191	+6%	+$25K	0.16%	144
2025 Q3	$400K	Buy	3,122 +25	+0.8%	+$3.05K	0.14%	150
2025 Q2	$375K	Buy	3,097 +78	+3%	+$8.79K	0.15%	150
2025 Q1	$337K	Sell	3,019 -98	-3%	-$10.4K	0.15%	138
2024 Q4	$303K	Buy	+3,117	New	+$332K	0.14%	148
2024 Q3	–	Sell	-4,316	Closed	-$459K	–	144
2024 Q2	$459K	Sell	4,316 -1,207	-22%	-$121K	0.23%	114
2024 Q1	$534K	Buy	+5,523	New	+$566K	0.28%	105

Other funds holding NVS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Range Financial Group's NVS Position: Q2 2026 in Review

Range Financial Group increased its Novartis (NVS) stake by 0.88% in Q2 2026, buying an estimated $4.35K and bringing the position to 3,335 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #141.

Range Financial Group first reported a position in NVS in Q1 2024 and has held it in 9 quarters since. The position peaked at $534K in Q1 2024. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Range Financial Group held 3,335 shares of Novartis worth $523K as of Q2 2026.
Range Financial Group bought 29 Novartis shares in Q2 2026, an estimated $4.35K.
Novartis made up 0.14% of Range Financial Group's portfolio in Q2 2026, its #141 holding.
Range Financial Group first reported a position in Novartis in Q1 2024 and has held it in 9 quarters since.
Range Financial Group's Novartis position peaked at $534K in Q1 2024.
786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.