RiverGlades Family Offices’s Novartis NVS Stock Holding History

RiverGlades Family Offices’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	$360K	Hold	2,300	–	–	0.17%	85
2026 Q1	$351K	Buy	+2,300	New	+$353K	0.21%	64
2025 Q3	$359K	Hold	2,800	–	–	0.22%	64
2025 Q2	$339K	Hold	2,800	–	–	0.22%	66
2025 Q1	$312K	Hold	2,800	–	–	0.22%	68
2024 Q4	$272K	Hold	2,800	–	–	0.19%	68
2024 Q3	$322K	Hold	2,800	–	–	0.23%	61
2024 Q2	$298K	Hold	2,800	–	–	0.23%	60
2024 Q1	$281K	Hold	2,800	–	–	0.22%	64
2023 Q4	$281K	Hold	2,800	–	–	0.23%	58
2023 Q3	$285K	Hold	2,800	–	–	0.25%	56
2023 Q2	$283K	Hold	2,800	–	–	0.25%	56
2023 Q1	$258K	Sell	2,800 -2,075	-43%	-$181K	0.24%	62
2022 Q4	$442K	Buy	+4,875	New	+$411K	0.41%	45
2022 Q2	$412K	Hold	4,875	–	–	0.38%	43
2022 Q1	$428K	Hold	4,875	–	–	0.32%	52
2021 Q4	$426K	Hold	4,875	–	–	0.31%	51
2021 Q3	$399K	Hold	4,875	–	–	0.31%	50
2021 Q2	$445K	Hold	4,875	–	–	0.34%	46
2021 Q1	$417K	Hold	4,875	–	–	0.34%	46
2020 Q4	$460K	Hold	4,875	–	–	0.39%	42
2020 Q3	$424K	Hold	4,875	–	–	0.41%	40
2020 Q2	$426K	Hold	4,875	–	–	0.44%	41
2020 Q1	$402K	Hold	4,875	–	–	0.43%	40
2019 Q4	$462K	Hold	4,875	–	–	0.4%	45
2019 Q3	$424K	Hold	4,875	–	–	0.38%	42
2019 Q2	$445K	Sell	4,875 -566	-10%	-$47.9K	0.4%	42
2019 Q1	$469K	Buy	+5,441	New	+$437K	0.42%	41
2018 Q4	–	Sell	-5,441	Closed	-$420K	–	66
2018 Q3	$420K	Hold	5,441	–	–	0.36%	43
2018 Q2	$368K	Sell	5,441 -1,435	-21%	-$99K	0.32%	49
2018 Q1	$498K	Buy	6,876 +347	+5%	+$26.4K	0.4%	41
2017 Q4	$491K	Buy	+6,529	New	+$493K	0.4%	40

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

RiverGlades Family Offices's NVS Position: Q2 2026 in Review

RiverGlades Family Offices held its Novartis (NVS) position steady in Q2 2026 at 2,300 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #85.

RiverGlades Family Offices first reported a position in NVS in Q4 2017 and has held it in 32 quarters since. The position peaked at $498K in Q1 2018. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

RiverGlades Family Offices held 2,300 shares of Novartis worth $360K as of Q2 2026.
RiverGlades Family Offices left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.17% of RiverGlades Family Offices's portfolio in Q2 2026, its #85 holding.
RiverGlades Family Offices first reported a position in Novartis in Q4 2017 and has held it in 32 quarters since.
RiverGlades Family Offices's Novartis position peaked at $498K in Q1 2018.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.