Kathmere Capital Management’s Novartis NVS Stock Holding History

Kathmere Capital Management’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	$3.6M	Buy	22,990 +1,404	+7%	+$210K	0.19%	97
2026 Q1	$3.3M	Buy	21,586 +1,661	+8%	+$255K	0.2%	90
2025 Q4	$2.75M	Sell	19,925 -939	-5%	-$123K	0.18%	91
2025 Q3	$2.68M	Buy	20,864 +3,501	+20%	+$427K	0.19%	94
2025 Q2	$2.1M	Sell	17,363 -1,379	-7%	-$155K	0.16%	99
2025 Q1	$2.09M	Buy	18,742 +5,788	+45%	+$616K	0.18%	86
2024 Q4	$1.26M	Sell	12,954 -4,816	-27%	-$514K	0.11%	117
2024 Q3	$2.04M	Buy	17,770 +4,056	+30%	+$460K	0.19%	81
2024 Q2	$1.46M	Buy	13,714 +1,235	+10%	+$124K	0.15%	83
2024 Q1	$1.21M	Buy	12,479 +1,311	+12%	+$134K	0.14%	86
2023 Q4	$1.13M	Sell	11,168 -83	-0.7%	-$8.01K	0.15%	80
2023 Q3	$1.15M	Buy	11,251 +986	+10%	+$100K	0.17%	75
2023 Q2	$1.04M	Buy	10,265 +755	+8%	+$75.5K	0.16%	70
2023 Q1	$875K	Buy	9,510 +259	+3%	+$22.6K	0.14%	80
2022 Q4	$839K	Buy	+9,251	New	+$779K	0.15%	78
2022 Q3	–	Sell	-4,182	Closed	-$354K	–	189
2022 Q2	$354K	Buy	4,182 +938	+29%	+$82.3K	0.07%	103
2022 Q1	$285K	Buy	+3,244	New	+$281K	0.05%	136

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kathmere Capital Management's NVS Position: Q2 2026 in Review

Kathmere Capital Management increased its Novartis (NVS) stake by 6.5% in Q2 2026, buying an estimated $210K and bringing the position to 22,990 shares worth $3.6M. The position accounts for 0.19% of the portfolio, ranked #97.

Kathmere Capital Management first reported a position in NVS in Q1 2022 and has held it in 17 quarters since. 1,624 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Kathmere Capital Management held 22,990 shares of Novartis worth $3.6M as of Q2 2026.
Kathmere Capital Management bought 1,404 Novartis shares in Q2 2026, an estimated $210K.
Novartis made up 0.19% of Kathmere Capital Management's portfolio in Q2 2026, its #97 holding.
Kathmere Capital Management first reported a position in Novartis in Q1 2022 and has held it in 17 quarters since.
1,624 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.