Ritholtz Wealth Management Novartis Ag Transaction History

Ritholtz Wealth Management

$5.05 Billion
Q3 2025

A detailed history of Ritholtz Wealth Management transactions in Novartis Ag stock. As of the latest transaction made, Ritholtz Wealth Management holds 101,506 shares of NVS stock, worth $13.4 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

101,506

Previous 100,665 0.84%

Holding current value

$13.4 Million

Previous $12.2 Million 6.86%

% of portfolio

0.26%

Previous 0.27%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$113.5 - $129.73 $95,453 - $109,102	841 Added 0.84%	101,506 $13 Million
Q2 2025 Jul 28, 2025	BUY	$101.96 - $121.01 $953,835 - $1.13 Million	9,355 Added 10.25%	100,665 $12.2 Million
Q1 2025 Apr 16, 2025	SELL	$97.14 - $115.57 $112,973 - $134,407	-1,163 Reduced 1.26%	91,310 $10.2 Million
Q4 2024 Jan 14, 2025	SELL	$96.78 - $117.18 $371,635 - $449,971	-3,840 Reduced 3.99%	92,473 $9 Million
Q3 2024 Oct 10, 2024	BUY	$106.13 - $120.89 $133,405 - $151,958	1,257 Added 1.32%	96,313 $11.1 Million

Q2 2024 Jul 31, 2024	BUY	$92.57 - $107.37 $93,958 - $108,980	1,015 Added 1.08%	95,056 $10.1 Million
Q1 2024 Apr 24, 2024	BUY	$95.27 - $108.47 $2.15 Million - $2.44 Million	22,538 Added 31.52%	94,041 $9.1 Million
Q4 2023 Jan 18, 2024	BUY	$92.27 - $101.54 $352,563 - $387,984	3,821 Added 5.65%	71,503 $7.22 Million
Q3 2023 Oct 13, 2023	SELL	$94.73 - $105.13 $86,772 - $96,299	-916 Reduced 1.34%	67,682 $6.89 Million
Q2 2023 Jul 14, 2023	BUY	$92.52 - $104.91 $719,990 - $816,409	7,782 Added 12.8%	68,598 $6.92 Million
Q1 2023 Apr 19, 2023	SELL	$80.03 - $92.81 $530,518 - $615,237	-6,629 Reduced 9.83%	60,816 $5.6 Million
Q4 2022 Jan 18, 2023	BUY	$75.55 - $92.52 $3.6 Million - $4.4 Million	47,603 Added 239.91%	67,445 $0
Q3 2022 Oct 18, 2022	SELL	$74.61 - $87.26 $53,868 - $63,001	-722 Reduced 3.51%	19,842 $1.51 Million
Q2 2022 Jul 15, 2022	BUY	$80.52 - $93.75 $256,214 - $298,312	3,182 Added 18.31%	20,564 $1.74 Million
Q1 2022 Apr 14, 2022	BUY	$80.11 - $90.62 $568,620 - $643,220	7,098 Added 69.02%	17,382 $1.53 Million
Q4 2021 Jan 18, 2022	BUY	$79.7 - $88.13 $291,861 - $322,732	3,662 Added 55.3%	10,284 $900,000
Q3 2021 Oct 14, 2021	SELL	$81.78 - $95.14 $278,542 - $324,046	-3,406 Reduced 33.96%	6,622 $542,000
Q2 2021 Jul 20, 2021	BUY	$85.24 - $94.15 $158,631 - $175,213	1,861 Added 22.79%	10,028 $915,000
Q1 2021 May 12, 2021	BUY	$83.5 - $98.47 $34,819 - $41,061	417 Added 5.38%	8,167 $698,000
Q4 2020 Jan 19, 2021	BUY	$78.07 - $94.43 $18,112 - $21,907	232 Added 3.09%	7,750 $732,000
Q3 2020 Oct 23, 2020	SELL	$82.14 - $91.0 $355,255 - $393,575	-4,325 Reduced 36.52%	7,518 $654,000
Q2 2020 Jul 15, 2020	BUY	$80.93 - $91.1 $388,221 - $437,006	4,797 Added 68.08%	11,843 $1.03 Million
Q1 2020 Apr 09, 2020	BUY	$70.67 - $99.01 $497,940 - $697,624	7,046 New	7,046 $581,000

Others Institutions Holding NVS

# of Institutions

1,603

Shares Held

137M

Call Options Held

1.53M

Put Options Held

2.22M

View Full List

About NOVARTIS AG

Ticker NVS
Exchange OTC
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 2,151,000,064
Market Cap $283B
Description
Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...

More about NVS

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Ritholtz Wealth Management Novartis Ag Transaction History