Root Financial Partners
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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
Q3 		$232K Buy
+1,627
New +$247K 0.01% 391
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

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Principal Financial Group
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Truist Financial
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Root Financial Partners's NVS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Novartis (NVS) in Q3 2026: 1,627 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NVS as recently as Q1 2026.

Root Financial Partners first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 945 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Root Financial Partners held 1,627 shares of Novartis worth $232K as of Q3 2026.
  • Novartis was a new Root Financial Partners position in Q3 2026.
  • Novartis made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #391 holding.
  • Root Financial Partners first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 945 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.