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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
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 $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

Ruggaard & Associates's NVS Position: Q1 2026 in Review

Ruggaard & Associates reduced its Novartis (NVS) stake by 1.2% in Q1 2026, selling an estimated $14.3K and leaving 7,542 shares worth $1.15M. The position accounts for 0.46% of the portfolio, ranked #33.

Ruggaard & Associates first reported a position in NVS in Q1 2023 and has held it in 13 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Ruggaard & Associates held 7,542 shares of Novartis worth $1.15M as of Q1 2026.
  • Ruggaard & Associates sold 93 Novartis shares in Q1 2026, an estimated $14.3K.
  • Novartis made up 0.46% of Ruggaard & Associates's portfolio in Q1 2026, its #33 holding.
  • Ruggaard & Associates first reported a position in Novartis in Q1 2023 and has held it in 13 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.