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Kelleher Financial Advisors’s Novartis NVS Stock Holding History

Kelleher Financial Advisors’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 		$120K Buy
767
+183
+31% +$27.4K 0.02% 346
2026
Q1 		$76.5K Hold
584
– – 0.02% 326
2025
Q4 		$80.5K Hold
584
– – 0.02% 341
2025
Q3 		$74.9K Buy
+584
New +$71.3K 0.02% 291

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kelleher Financial Advisors's NVS Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Novartis (NVS) stake by 31% in Q2 2026, buying an estimated $27.4K and bringing the position to 767 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #346.

Kelleher Financial Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kelleher Financial Advisors held 767 shares of Novartis worth $120K as of Q2 2026.
  • Kelleher Financial Advisors bought 183 Novartis shares in Q2 2026, an estimated $27.4K.
  • Novartis made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • Kelleher Financial Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.