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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Riversedge Advisors's NVS Position: Q2 2026 in Review

Riversedge Advisors increased its Novartis (NVS) stake by 12% in Q2 2026, buying an estimated $63.7K and bringing the position to 3,883 shares worth $609K. The position accounts for 0.08% of the portfolio, ranked #97.

Riversedge Advisors first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Riversedge Advisors held 3,883 shares of Novartis worth $609K as of Q2 2026.
  • Riversedge Advisors bought 425 Novartis shares in Q2 2026, an estimated $63.7K.
  • Novartis made up 0.08% of Riversedge Advisors's portfolio in Q2 2026, its #97 holding.
  • Riversedge Advisors first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.