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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
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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's NVS Position: Q1 2026 in Review

Root Financial Partners reduced its Novartis (NVS) stake by 11% in Q1 2026, selling an estimated $15.2K and leaving 817 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #485.

Root Financial Partners first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Root Financial Partners held 817 shares of Novartis worth $125K as of Q1 2026.
  • Root Financial Partners sold 99 Novartis shares in Q1 2026, an estimated $15.2K.
  • Novartis made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #485 holding.
  • Root Financial Partners first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Novartis position peaked at $126K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.