Ritter Daniher Financial Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Ritter Daniher Financial Advisory's NVS Position: Q2 2026 in Review
Ritter Daniher Financial Advisory reduced its Novartis (NVS) stake by 9.2% in Q2 2026, selling an estimated $42.9K and leaving 2,821 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #111.
Ritter Daniher Financial Advisory first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. The position peaked at $475K in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Ritter Daniher Financial Advisory held 2,821 shares of Novartis worth $442K as of Q2 2026.
- Ritter Daniher Financial Advisory sold 286 Novartis shares in Q2 2026, an estimated $42.9K.
- Novartis made up 0.07% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #111 holding.
- Ritter Daniher Financial Advisory first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
- Ritter Daniher Financial Advisory's Novartis position peaked at $475K in Q1 2026.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.