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RiverFront Investment Group’s Novartis NVS Stock Holding History

RiverFront Investment Group’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
-3,981
Closed -$608K – 436
2026
Q1 		$608K Buy
3,981
+165
+4% +$25.3K 0.01% 244
2025
Q4 		$526K Buy
3,816
+18
+0.5% +$2.36K 0.01% 230
2025
Q3 		$487K Sell
3,798
-172
-4% -$21K 0.01% 218
2025
Q2 		$480K Hold
3,970
– – 0.01% 205
2025
Q1 		$443K Buy
+3,970
New +$423K 0.01% 199

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

RiverFront Investment Group's NVS Position: Q2 2026 in Review

RiverFront Investment Group sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,981 shares — an estimated $608K sold.

RiverFront Investment Group first reported a position in NVS in Q1 2025 and held it in 5 quarters. The position peaked at $608K in Q1 2026. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • RiverFront Investment Group reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • RiverFront Investment Group sold 3,981 Novartis shares in Q2 2026, an estimated $608K.
  • RiverFront Investment Group first reported a position in Novartis in Q1 2025 and held it in 5 quarters.
  • RiverFront Investment Group's Novartis position peaked at $608K in Q1 2026.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.