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Root Financial Partners’s Novartis NVS Stock Holding History

Root Financial Partners’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
-817
Closed -$125K – 2246
2026
Q1 		$125K Sell
817
-99
-11% -$15.2K 0.01% 485
2025
Q4 		$126K Buy
916
+17
+2% +$2.23K 0.01% 389
2025
Q3 		$115K Buy
+899
New +$110K 0.01% 401

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

Root Financial Partners's NVS Position: Q2 2026 in Review

Root Financial Partners sold out of Novartis (NVS) in Q2 2026, closing a stake of 817 shares — an estimated $125K sold.

Root Financial Partners first reported a position in NVS in Q3 2025 and held it in 3 quarters. The position peaked at $126K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Root Financial Partners reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 817 Novartis shares in Q2 2026, an estimated $125K.
  • Root Financial Partners first reported a position in Novartis in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Novartis position peaked at $126K in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.