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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
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 $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

RiverFront Investment Group's NVS Position: Q1 2026 in Review

RiverFront Investment Group increased its Novartis (NVS) stake by 4.3% in Q1 2026, buying an estimated $25.3K and bringing the position to 3,981 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #244.

RiverFront Investment Group first reported a position in NVS in Q1 2025 and has held it in 5 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • RiverFront Investment Group held 3,981 shares of Novartis worth $608K as of Q1 2026.
  • RiverFront Investment Group bought 165 Novartis shares in Q1 2026, an estimated $25.3K.
  • Novartis made up 0.01% of RiverFront Investment Group's portfolio in Q1 2026, its #244 holding.
  • RiverFront Investment Group first reported a position in Novartis in Q1 2025 and has held it in 5 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.