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Retirement Guys Formula’s Novartis NVS Stock Holding History

Retirement Guys Formula’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 		$1.49M Buy
9,489
+874
+10% +$131K 0.56% 70
2026
Q1 		$1.32M Sell
8,615
-1,040
-11% -$159K 0.61% 70
2025
Q4 		$1.33M Buy
9,655
+108
+1% +$14.1K 0.61% 65
2025
Q3 		$1.22M Buy
9,547
+186
+2% +$22.7K 0.43% 71
2025
Q2 		$1.13M Buy
9,361
+954
+11% +$108K 0.43% 83
2025
Q1 		$937K Buy
+8,407
New +$895K 0.47% 88

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Retirement Guys Formula's NVS Position: Q2 2026 in Review

Retirement Guys Formula increased its Novartis (NVS) stake by 10% in Q2 2026, buying an estimated $131K and bringing the position to 9,489 shares worth $1.49M. The position accounts for 0.56% of the portfolio, ranked #70.

Retirement Guys Formula first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Retirement Guys Formula held 9,489 shares of Novartis worth $1.49M as of Q2 2026.
  • Retirement Guys Formula bought 874 Novartis shares in Q2 2026, an estimated $131K.
  • Novartis made up 0.56% of Retirement Guys Formula's portfolio in Q2 2026, its #70 holding.
  • Retirement Guys Formula first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.