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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ritholtz Wealth Management's NVS Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Novartis (NVS) stake by 4.3% in Q1 2026, buying an estimated $661K and bringing the position to 104,146 shares worth $15.9M. The position accounts for 0.28% of the portfolio, ranked #44.

Ritholtz Wealth Management first reported a position in NVS in Q1 2020 and has held it in 25 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Ritholtz Wealth Management held 104,146 shares of Novartis worth $15.9M as of Q1 2026.
  • Ritholtz Wealth Management bought 4,312 Novartis shares in Q1 2026, an estimated $661K.
  • Novartis made up 0.28% of Ritholtz Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Ritholtz Wealth Management first reported a position in Novartis in Q1 2020 and has held it in 25 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.