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Kennon-Green & Company’s Novartis NVS Stock Holding History

Kennon-Green & Company’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 		$1.17M Sell
7,452
-5
-0.1% -$750 0.91% 27
2026
Q1 		$1.14M Sell
7,457
-50
-0.7% -$7.66K 0.93% 27
2025
Q4 		$1.03M Sell
7,507
-339
-4% -$44.4K 0.82% 30
2025
Q3 		$1.01M Hold
7,846
– – 0.78% 29
2025
Q2 		$966K Sell
7,846
-270
-3% -$30.4K 0.77% 31
2025
Q1 		$905K Sell
8,116
-75
-0.9% -$7.98K 0.74% 32
2024
Q4 		$797K Sell
8,191
-197
-2% -$21K 0.69% 35
2024
Q3 		$965K Buy
8,388
+10
+0.1% +$1.14K 0.8% 34
2024
Q2 		$892K Sell
8,378
-583
-7% -$58.5K 0.82% 33
2024
Q1 		$867K Sell
8,961
-685
-7% -$70.2K 0.81% 34
2023
Q4 		$974K Sell
9,646
-1,255
-12% -$121K 0.99% 30
2023
Q3 		$1.11M Sell
10,901
-265
-2% -$26.9K 1.1% 28
2023
Q2 		$1.13M Sell
11,166
-172
-2% -$17.2K 1.05% 29
2023
Q1 		$1.04M Sell
11,338
-300
-3% -$26.2K 0.99% 29
2022
Q4 		$1.06M Buy
+11,638
New +$980K 1.05% 27

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

Kennon-Green & Company's NVS Position: Q2 2026 in Review

Kennon-Green & Company reduced its Novartis (NVS) stake by 0.07% in Q2 2026, selling an estimated $750 and leaving 7,452 shares worth $1.17M. The position accounts for 0.91% of the portfolio, ranked #27.

Kennon-Green & Company first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. 1,610 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kennon-Green & Company held 7,452 shares of Novartis worth $1.17M as of Q2 2026.
  • Kennon-Green & Company sold 5 Novartis shares in Q2 2026, an estimated $750.
  • Novartis made up 0.91% of Kennon-Green & Company's portfolio in Q2 2026, its #27 holding.
  • Kennon-Green & Company first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kennon-Green & Company's 13F filing for Q2 2026, filed 6 Aug 2026.