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Roehl & Yi Investment Advisors’s Novartis NVS Stock Holding History

Roehl & Yi Investment 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 		– Sell
-1,389
Closed -$212K – 201
2026
Q1 		$212K Sell
1,389
-868
-38% -$133K 0.08% 167
2025
Q4 		$311K Sell
2,257
-483
-18% -$63.3K 0.12% 127
2025
Q3 		$351K Sell
2,740
-153
-5% -$18.7K 0.15% 117
2025
Q2 		$350K Hold
2,893
– – 0.18% 114
2025
Q1 		$323K Buy
2,893
+145
+5% +$15.4K 0.18% 111
2024
Q4 		$267K Buy
+2,748
New +$293K 0.15% 117

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

Roehl & Yi Investment Advisors's NVS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of Novartis (NVS) in Q2 2026, closing a stake of 1,389 shares — an estimated $212K sold.

Roehl & Yi Investment Advisors first reported a position in NVS in Q4 2024 and held it in 6 quarters. The position peaked at $351K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Roehl & Yi Investment Advisors reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 1,389 Novartis shares in Q2 2026, an estimated $212K.
  • Roehl & Yi Investment Advisors first reported a position in Novartis in Q4 2024 and held it in 6 quarters.
  • Roehl & Yi Investment Advisors's Novartis position peaked at $351K in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.