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Ruggaard & Associates’s Novartis NVS Stock Holding History

Ruggaard & Associates’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 		$1.2M Buy
7,643
+101
+1% +$15.1K 0.43% 39
2026
Q1 		$1.15M Sell
7,542
-93
-1% -$14.3K 0.46% 33
2025
Q4 		$1.05M Buy
7,635
+236
+3% +$30.9K 0.41% 34
2025
Q3 		$949K Hold
7,399
– – 0.36% 38
2025
Q2 		$895K Hold
7,399
– – 0.36% 37
2025
Q1 		$825K Buy
7,399
+113
+2% +$12K 0.36% 36
2024
Q4 		$709K Sell
7,286
-135
-2% -$14.4K 0.31% 41
2024
Q3 		$854K Buy
7,421
+73
+1% +$8.28K 0.37% 34
2024
Q2 		$782K Sell
7,348
-261
-3% -$26.2K 0.36% 33
2024
Q1 		$736K Buy
7,609
+97
+1% +$9.95K 0.35% 33
2023
Q4 		$758K Sell
7,512
-50
-0.7% -$4.83K 0.4% 31
2023
Q3 		$770K Buy
7,562
+150
+2% +$15.2K 0.46% 26
2023
Q2 		$748K Buy
7,412
+90
+1% +$9K 0.44% 23
2023
Q1 		$674K Buy
+7,322
New +$639K 0.42% 27

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

Ruggaard & Associates's NVS Position: Q2 2026 in Review

Ruggaard & Associates increased its Novartis (NVS) stake by 1.3% in Q2 2026, buying an estimated $15.1K and bringing the position to 7,643 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #39.

Ruggaard & Associates first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Ruggaard & Associates held 7,643 shares of Novartis worth $1.2M as of Q2 2026.
  • Ruggaard & Associates bought 101 Novartis shares in Q2 2026, an estimated $15.1K.
  • Novartis made up 0.43% of Ruggaard & Associates's portfolio in Q2 2026, its #39 holding.
  • Ruggaard & Associates first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.