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Rydar Equities’s Novartis NVS Stock Holding History

Rydar Equities’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 		$377K Hold
2,630
– – 0.19% 79
2026
Q2 		$403K Buy
+2,630
New +$394K 0.23% 78
2025
Q3 		– Sell
-2,630
Closed -$318K – 99
2025
Q2 		$318K Buy
+2,630
New +$296K 0.25% 75

Other funds holding NVS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Rydar Equities's NVS Position: Q3 2026 in Review

Rydar Equities held its Novartis (NVS) position steady in Q3 2026 at 2,630 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #79.

Rydar Equities first reported a position in NVS in Q2 2025 and has held it in 3 quarters since. The position peaked at $403K in Q2 2026. 291 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Rydar Equities held 2,630 shares of Novartis worth $377K as of Q3 2026.
  • Rydar Equities left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.19% of Rydar Equities's portfolio in Q3 2026, its #79 holding.
  • Rydar Equities first reported a position in Novartis in Q2 2025 and has held it in 3 quarters since.
  • Rydar Equities's Novartis position peaked at $403K in Q2 2026.
  • 291 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.