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Kennedy Investment Group’s Novartis NVS Stock Holding History

Kennedy Investment Group’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 		$936K Sell
5,972
-4
-0.1% -$600 0.32% 71
2026
Q1 		$913K Sell
5,976
-2
-0% -$307 0.36% 67
2025
Q4 		$824K Hold
5,978
– – 0.31% 74
2025
Q3 		$767K Sell
5,978
-825
-12% -$101K 0.3% 76
2025
Q2 		$823K Buy
6,803
+4
+0.1% +$451 0.35% 67
2025
Q1 		$758K Sell
6,799
-31
-0.5% -$3.3K 0.35% 70
2024
Q4 		$665K Buy
6,830
+80
+1% +$8.53K 0.3% 76
2024
Q3 		$776K Hold
6,750
– – 0.36% 69
2024
Q2 		$719K Buy
+6,750
New +$678K 0.36% 65

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

Kennedy Investment Group's NVS Position: Q2 2026 in Review

Kennedy Investment Group reduced its Novartis (NVS) stake by 0.07% in Q2 2026, selling an estimated $600 and leaving 5,972 shares worth $936K. The position accounts for 0.32% of the portfolio, ranked #71.

Kennedy Investment Group first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kennedy Investment Group held 5,972 shares of Novartis worth $936K as of Q2 2026.
  • Kennedy Investment Group sold 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.32% of Kennedy Investment Group's portfolio in Q2 2026, its #71 holding.
  • Kennedy Investment Group first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.