Kayne Anderson Rudnick Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Sell |
8,039
-851
| -10% | -$128K | ﹤0.01% | 390 |
|
|
2026
Q1 | $1.36M | Buy |
8,890
+116
| +1% | +$17.8K | ﹤0.01% | 353 |
|
|
2025
Q4 | $1.21M | Sell |
8,774
-278
| -3% | -$36.4K | ﹤0.01% | 367 |
|
|
2025
Q3 | $1.16M | Sell |
9,052
-28
| -0.3% | -$3.42K | ﹤0.01% | 369 |
|
|
2025
Q2 | $1.1M | Buy |
9,080
+55
| +0.6% | +$6.2K | ﹤0.01% | 377 |
|
|
2025
Q1 | $1.01M | Sell |
9,025
-485
| -5% | -$51.6K | ﹤0.01% | 382 |
|
|
2024
Q4 | $925K | Sell |
9,510
-390
| -4% | -$41.6K | ﹤0.01% | 390 |
|
|
2024
Q3 | $1.14M | Sell |
9,900
-325
| -3% | -$36.9K | ﹤0.01% | 379 |
|
|
2024
Q2 | $1.09M | Sell |
10,225
-369
| -3% | -$37K | ﹤0.01% | 388 |
|
|
2024
Q1 | $1.02M | Sell |
10,594
-669
| -6% | -$68.6K | ﹤0.01% | 363 |
|
|
2023
Q4 | $1.14M | Sell |
11,263
-2,795
| -20% | -$270K | ﹤0.01% | 357 |
|
|
2023
Q3 | $1.43M | Sell |
14,058
-1,901
| -12% | -$193K | ﹤0.01% | 353 |
|
|
2023
Q2 | $1.61M | Buy |
15,959
+469
| +3% | +$46.9K | ﹤0.01% | 344 |
|
|
2023
Q1 | $1.43M | Sell |
15,490
-329
| -2% | -$28.7K | ﹤0.01% | 339 |
|
|
2022
Q4 | $1.44M | Buy |
15,819
+1,399
| +10% | +$118K | ﹤0.01% | 343 |
|
|
2022
Q3 | $1.1M | Sell |
14,420
-885
| -6% | -$73.4K | ﹤0.01% | 346 |
|
|
2022
Q2 | $1.29M | Buy |
15,305
+427
| +3% | +$37.5K | ﹤0.01% | 332 |
|
|
2022
Q1 | $1.31M | Sell |
14,878
-212
| -1% | -$18.4K | ﹤0.01% | 328 |
|
|
2021
Q4 | $1.32M | Sell |
15,090
-849
| -5% | -$70.5K | ﹤0.01% | 334 |
|
|
2021
Q3 | $1.3M | Buy |
15,939
+433
| +3% | +$39K | ﹤0.01% | 319 |
|
|
2021
Q2 | $1.42M | Sell |
15,506
-119
| -0.8% | -$10.6K | ﹤0.01% | 314 |
|
|
2021
Q1 | $1.34M | Sell |
15,625
-857
| -5% | -$76.9K | ﹤0.01% | 308 |
|
|
2020
Q4 | $1.56M | Sell |
16,482
-468
| -3% | -$40.9K | ﹤0.01% | 303 |
|
|
2020
Q3 | $1.47M | Buy |
16,950
+2,047
| +14% | +$177K | 0.01% | 292 |
|
|
2020
Q2 | $1.3M | Sell |
14,903
-4,300
| -22% | -$371K | 0.01% | 296 |
|
|
2020
Q1 | $1.58M | Sell |
19,203
-3,061
| -14% | -$273K | 0.01% | 271 |
|
|
2019
Q4 | $2.11M | Buy |
22,264
+104
| +0.5% | +$9.33K | 0.01% | 273 |
|
|
2019
Q3 | $1.93M | Sell |
22,160
-6,728
| -23% | -$604K | 0.01% | 270 |
|
|
2019
Q2 | $2.64M | Sell |
28,888
-433
| -1% | -$36.6K | 0.01% | 251 |
|
|
2019
Q1 | $2.53M | Sell |
29,321
-3,922
| -12% | -$315K | 0.01% | 234 |
|
|
2018
Q4 | $2.56M | Sell |
33,243
-2,433
| -7% | -$189K | 0.02% | 245 |
|
|
2018
Q3 | $2.75M | Buy |
35,676
+407
| +1% | +$30.1K | 0.02% | 235 |
|
|
2018
Q2 | $2.39M | Sell |
35,269
-1,851
| -5% | -$128K | 0.02% | 241 |
|
|
2018
Q1 | $2.69M | Buy |
37,120
+3,919
| +12% | +$298K | 0.02% | 225 |
|
|
2017
Q4 | $2.5M | Buy |
33,201
+1,880
| +6% | +$142K | 0.02% | 242 |
|
|
2017
Q3 | $2.41M | Buy |
31,321
+34
| +0.1% | +$2.57K | 0.02% | 240 |
|
|
2017
Q2 | $2.34M | Buy |
31,287
+23
| +0.1% | +$1.63K | 0.02% | 238 |
|
|
2017
Q1 | $2.08M | Buy |
31,264
+1,737
| +6% | +$116K | 0.02% | 254 |
|
|
2016
Q4 | $1.93M | Sell |
29,527
-1,752
| -6% | -$114K | 0.02% | 258 |
|
|
2016
Q3 | $2.21M | Buy |
31,279
+197
| +0.6% | +$14.4K | 0.03% | 241 |
|
|
2016
Q2 | $2.3M | Buy |
31,082
+7,562
| +32% | +$522K | 0.03% | 224 |
|
|
2016
Q1 | $1.53M | Sell |
23,520
-8,894
| -27% | -$605K | 0.02% | 246 |
|
|
2015
Q4 | $2.5M | Sell |
32,414
-4,230
| -12% | -$336K | 0.04% | 205 |
|
|
2015
Q3 | $3.02M | Sell |
36,644
-7,284
| -17% | -$648K | 0.05% | 189 |
|
|
2015
Q2 | $3.87M | Buy |
43,928
+1,836
| +4% | +$168K | 0.06% | 178 |
|
|
2015
Q1 | $3.72M | Sell |
42,092
-5,428
| -11% | -$481K | 0.06% | 178 |
|
|
2014
Q4 | $3.95M | Buy |
47,520
+1,569
| +3% | +$130K | 0.07% | 176 |
|
|
2014
Q3 | $3.88M | Sell |
45,951
-159,693
| -78% | -$12.9M | 0.07% | 173 |
|
|
2014
Q2 | $16.7M | Buy |
205,644
+3,997
| +2% | +$314K | 0.28% | 101 |
|
|
2014
Q1 | $15.4M | Buy |
201,647
+1,804
| +0.9% | +$131K | 0.27% | 104 |
|
|
2013
Q4 | $14.4M | Buy |
199,843
+6,861
| +4% | +$477K | 0.24% | 108 |
|
|
2013
Q3 | $13.3M | Sell |
192,982
-54
| -0% | -$3.57K | 0.25% | 104 |
|
|
2013
Q2 | $12.2M | Buy |
+193,036
| New | +$12.6M | 0.25% | 108 |
|
Other funds holding NVS
Kayne Anderson Rudnick Investment Management's NVS Position: Q2 2026 in Review
Kayne Anderson Rudnick Investment Management reduced its Novartis (NVS) stake by 9.6% in Q2 2026, selling an estimated $128K and leaving 8,039 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #390.
Kayne Anderson Rudnick Investment Management first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.7M in Q2 2014. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Kayne Anderson Rudnick Investment Management held 8,039 shares of Novartis worth $1.26M as of Q2 2026.
- Kayne Anderson Rudnick Investment Management sold 851 Novartis shares in Q2 2026, an estimated $128K.
- Novartis made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #390 holding.
- Kayne Anderson Rudnick Investment Management first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
- Kayne Anderson Rudnick Investment Management's Novartis position peaked at $16.7M in Q2 2014.
- 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.