RFS
NVS icon

Richardson Financial Services’s Novartis NVS Stock Holding History

Richardson Financial Services’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 		– Sell
-240
Closed -$36.7K – 632
2026
Q1 		$36.7K Sell
240
-182
-43% -$27.9K 0.02% 340
2025
Q4 		$58.2K Sell
422
-185
-30% -$24.2K 0.02% 282
2025
Q3 		$77.8K Buy
607
+160
+36% +$19.5K 0.05% 238
2025
Q2 		$55K Buy
447
+128
+40% +$14.4K 0.04% 246
2025
Q1 		$35.6K Buy
319
+5
+2% +$532 0.03% 270
2024
Q4 		$30.6K Buy
314
+31
+11% +$3.31K 0.02% 298
2024
Q3 		$30.1K Hold
283
– – 0.02% 306
2024
Q2 		$30.1K Buy
+283
New +$28.4K 0.02% 293
2024
Q1 		– Sell
-257
Closed -$25.9K – 637
2023
Q4 		$25.9K Buy
+257
New +$24.8K 0.02% 261

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richardson Financial Services's NVS Position: Q2 2026 in Review

Richardson Financial Services sold out of Novartis (NVS) in Q2 2026, closing a stake of 240 shares — an estimated $36.7K sold.

Richardson Financial Services first reported a position in NVS in Q4 2023 and held it in 9 quarters. The position peaked at $77.8K in Q3 2025. 1,269 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Richardson Financial Services reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Richardson Financial Services sold 240 Novartis shares in Q2 2026, an estimated $36.7K.
  • Richardson Financial Services first reported a position in Novartis in Q4 2023 and held it in 9 quarters.
  • Richardson Financial Services's Novartis position peaked at $77.8K in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.