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 Q3	$462K	Sell	3,243 -92	-3%	-$14K	0.13%	148
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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Range Financial Group's NVS Position: Q3 2026 in Review

Range Financial Group reduced its Novartis (NVS) stake by 2.8% in Q3 2026, selling an estimated $14K and leaving 3,243 shares worth $462K. The position accounts for 0.13% of the portfolio, ranked #148.

Range Financial Group first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. The position peaked at $534K in Q1 2024. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Range Financial Group held 3,243 shares of Novartis worth $462K as of Q3 2026.
Range Financial Group sold 92 Novartis shares in Q3 2026, an estimated $14K.
Novartis made up 0.13% of Range Financial Group's portfolio in Q3 2026, its #148 holding.
Range Financial Group first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
Range Financial Group's Novartis position peaked at $534K in Q1 2024.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Range Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.