Riversedge Advisors
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Riversedge Advisors’s Novartis NVS Stock Holding History

Riversedge Advisors’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
Q3 		$483K Sell
3,386
-497
-13% -$75.4K 0.06% 152
2026
Q2 		$609K Buy
3,883
+425
+12% +$63.7K 0.08% 97
2026
Q1 		$528K Buy
3,458
+87
+3% +$13.3K 0.09% 82
2025
Q4 		$465K Buy
3,371
+201
+6% +$26.3K 0.08% 84
2025
Q3 		$407K Buy
3,170
+397
+14% +$48.4K 0.07% 86
2025
Q2 		$336K Buy
2,773
+406
+17% +$45.8K 0.07% 79
2025
Q1 		$264K Buy
+2,367
New +$252K 0.06% 96

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Riversedge Advisors's NVS Position: Q3 2026 in Review

Riversedge Advisors reduced its Novartis (NVS) stake by 13% in Q3 2026, selling an estimated $75.4K and leaving 3,386 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #152.

Riversedge Advisors first reported a position in NVS in Q1 2025 and has held it in 7 quarters since. The position peaked at $609K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Riversedge Advisors held 3,386 shares of Novartis worth $483K as of Q3 2026.
  • Riversedge Advisors sold 497 Novartis shares in Q3 2026, an estimated $75.4K.
  • Novartis made up 0.06% of Riversedge Advisors's portfolio in Q3 2026, its #152 holding.
  • Riversedge Advisors first reported a position in Novartis in Q1 2025 and has held it in 7 quarters since.
  • Riversedge Advisors's Novartis position peaked at $609K in Q2 2026.
  • 1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.