Ritholtz Wealth Management’s Novartis NVS Stock Holding History

Ritholtz Wealth Management’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	$16.6M	Buy	105,819 +1,673	+2%	+$251K	0.25%	52
2026 Q1	$15.9M	Buy	104,146 +4,312	+4%	+$661K	0.28%	44
2025 Q4	$13.8M	Sell	99,834 -1,672	-2%	-$219K	0.25%	44
2025 Q3	$13M	Buy	101,506 +841	+0.8%	+$103K	0.25%	42
2025 Q2	$12.2M	Buy	100,665 +9,355	+10%	+$1.05M	0.27%	43
2025 Q1	$10.2M	Sell	91,310 -1,163	-1%	-$124K	0.3%	40
2024 Q4	$9M	Sell	92,473 -3,840	-4%	-$409K	0.26%	44
2024 Q3	$11.1M	Buy	96,313 +1,257	+1%	+$143K	0.33%	40
2024 Q2	$10.1M	Buy	95,056 +1,015	+1%	+$102K	0.33%	40
2024 Q1	$9.1M	Buy	94,041 +22,538	+32%	+$2.31M	0.31%	41
2023 Q4	$7.22M	Buy	71,503 +3,821	+6%	+$369K	0.28%	44
2023 Q3	$6.89M	Sell	67,682 -916	-1%	-$93K	0.31%	44
2023 Q2	$6.92M	Buy	68,598 +7,782	+13%	+$778K	0.31%	42
2023 Q1	$5.6M	Sell	60,816 -6,629	-10%	-$579K	0.28%	47
2022 Q4	$6.12M	Buy	67,445 +47,603	+240%	+$4.01M	0.34%	44
2022 Q3	$1.51M	Sell	19,842 -722	-4%	-$59.8K	0.08%	178
2022 Q2	$1.74M	Buy	20,564 +3,182	+18%	+$279K	0.11%	110
2022 Q1	$1.52M	Buy	17,382 +7,098	+69%	+$615K	0.1%	124
2021 Q4	$900K	Buy	10,284 +3,662	+55%	+$304K	0.06%	188
2021 Q3	$542K	Sell	6,622 -3,406	-34%	-$306K	0.04%	254
2021 Q2	$915K	Buy	10,028 +1,861	+23%	+$166K	0.07%	158
2021 Q1	$698K	Buy	8,167 +417	+5%	+$37.4K	0.06%	159
2020 Q4	$732K	Buy	7,750 +232	+3%	+$20.3K	0.07%	117
2020 Q3	$654K	Sell	7,518 -4,325	-37%	-$375K	0.07%	109
2020 Q2	$1.03M	Buy	11,843 +4,797	+68%	+$414K	0.13%	67
2020 Q1	$581K	Buy	+7,046	New	+$629K	0.09%	69

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ritholtz Wealth Management's NVS Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Novartis (NVS) stake by 1.6% in Q2 2026, buying an estimated $251K and bringing the position to 105,819 shares worth $16.6M. The position accounts for 0.25% of the portfolio, ranked #52.

Ritholtz Wealth Management first reported a position in NVS in Q1 2020 and has held it in 26 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Ritholtz Wealth Management held 105,819 shares of Novartis worth $16.6M as of Q2 2026.
Ritholtz Wealth Management bought 1,673 Novartis shares in Q2 2026, an estimated $251K.
Novartis made up 0.25% of Ritholtz Wealth Management's portfolio in Q2 2026, its #52 holding.
Ritholtz Wealth Management first reported a position in Novartis in Q1 2020 and has held it in 26 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.