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Kelly Financial Services’s Novartis NVS Stock Holding History

Kelly Financial Services’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 		$240K Hold
1,529
– – 0.05% 124
2026
Q1 		$233K Buy
1,529
+30
+2% +$4.6K 0.06% 116
2025
Q4 		$207K Buy
+1,499
New +$196K 0.05% 121
2024
Q3 		– Sell
-1,455
Closed -$155K – 536
2024
Q2 		$155K Buy
1,455
+47
+3% +$4.72K 0.06% 121
2024
Q1 		$136K Hold
1,408
– – 0.05% 125
2023
Q4 		$142K Hold
1,408
– – 0.06% 116
2023
Q3 		$143K Hold
1,408
– – 0.07% 100
2023
Q2 		$142K Hold
1,408
– – 0.07% 99
2023
Q1 		$130K Buy
1,408
+37
+3% +$3.23K 0.07% 102
2022
Q4 		$124K Hold
1,371
– – 0.07% 110
2022
Q3 		$104K Sell
1,371
-25
-2% -$2.07K 0.06% 109
2022
Q2 		$118K Hold
1,396
– – 0.06% 106
2022
Q1 		$123K Buy
1,396
+33
+2% +$2.86K 0.06% 113
2021
Q4 		$119K Sell
1,363
-22
-2% -$1.83K 0.05% 115
2021
Q3 		$113K Sell
1,385
-124,949
-99% -$11.2M 0.06% 99
2021
Q2 		$1.39M Buy
126,334
+124,949
+9,022% +$11.1M 0.05% 95
2021
Q1 		$118K Buy
1,385
+1,338
+2,847% +$120K 0.07% 75
2020
Q4 		$4.44K Hold
47
– – ﹤0.01% 375
2020
Q3 		$4.09K Hold
47
– – ﹤0.01% 356
2020
Q2 		$4.11K Hold
47
– – ﹤0.01% 361
2020
Q1 		$3.88K Hold
47
– – ﹤0.01% 326
2019
Q4 		$4.45K Hold
47
– – ﹤0.01% 315
2019
Q3 		$4.08K Buy
+47
New +$4.22K ﹤0.01% 312

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Kelly Financial Services's NVS Position: Q2 2026 in Review

Kelly Financial Services held its Novartis (NVS) position steady in Q2 2026 at 1,529 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #124.

Kelly Financial Services first reported a position in NVS in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2021. 630 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kelly Financial Services held 1,529 shares of Novartis worth $240K as of Q2 2026.
  • Kelly Financial Services left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #124 holding.
  • Kelly Financial Services first reported a position in Novartis in Q3 2019 and has held it in 23 quarters since.
  • Kelly Financial Services's Novartis position peaked at $1.39M in Q2 2021.
  • 630 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.