Roxbury Financial’s Novartis NVS Stock Holding History

Roxbury Financial’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	$593K	Buy	3,782 +56	+2%	+$8.39K	0.47%	52
2026 Q1	$569K	Buy	3,726 +9	+0.2%	+$1.38K	0.51%	49
2025 Q4	$512K	Hold	3,717	–	–	0.46%	52
2025 Q3	$477K	Sell	3,717 -1	-0%	-$122	0.44%	51
2025 Q2	$450K	Sell	3,718 -20	-0.5%	-$2.25K	0.44%	53
2025 Q1	$408K	Sell	3,738 -31	-0.8%	-$3.3K	0.4%	57
2024 Q4	$399K	Buy	+3,769	New	+$402K	0.38%	58

Other funds holding NVS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

Roxbury Financial's NVS Position: Q2 2026 in Review

Roxbury Financial increased its Novartis (NVS) stake by 1.5% in Q2 2026, buying an estimated $8.39K and bringing the position to 3,782 shares worth $593K. The position accounts for 0.47% of the portfolio, ranked #52.

Roxbury Financial first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Roxbury Financial held 3,782 shares of Novartis worth $593K as of Q2 2026.
Roxbury Financial bought 56 Novartis shares in Q2 2026, an estimated $8.39K.
Novartis made up 0.47% of Roxbury Financial's portfolio in Q2 2026, its #52 holding.
Roxbury Financial first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.