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Kestra Advisory Services’s Novartis NVS Stock Holding History

Kestra Advisory 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 		$29.1M Buy
185,906
+132,834
+250% +$19.9M 0.09% 223
2026
Q1 		$8.11M Buy
53,072
+5,716
+12% +$876K 0.03% 543
2025
Q4 		$6.53M Sell
47,356
-22,034
-32% -$2.89M 0.03% 587
2025
Q3 		$8.9M Buy
69,390
+39,678
+134% +$4.84M 0.04% 437
2025
Q2 		$3.6M Buy
29,712
+73
+0.2% +$8.23K 0.02% 788
2025
Q1 		$3.3M Sell
29,639
-8,087
-21% -$861K 0.02% 753
2024
Q4 		$3.67M Sell
37,726
-151,021
-80% -$16.1M 0.02% 707
2024
Q3 		$21.7M Sell
188,747
-59
-0% -$6.7K 0.12% 176
2024
Q2 		$20.1M Buy
188,806
+153,096
+429% +$15.4M 0.11% 194
2024
Q1 		$3.45M Buy
35,710
+4,790
+15% +$491K 0.02% 655
2023
Q4 		$3.12M Buy
30,920
+1,266
+4% +$122K 0.03% 626
2023
Q3 		$3.02M Sell
29,654
-32,828
-53% -$3.33M 0.03% 543
2023
Q2 		$6.31M Buy
62,482
+30,130
+93% +$3.01M 0.06% 319
2023
Q1 		$2.98M Sell
32,352
-15,609
-33% -$1.36M 0.03% 511
2022
Q4 		$4.35M Sell
47,961
-24,585
-34% -$2.07M 0.04% 490
2022
Q3 		$5.51M Buy
72,546
+34,499
+91% +$2.86M 0.06% 348
2022
Q2 		$3.22M Buy
38,047
+4,247
+13% +$373K 0.03% 488
2022
Q1 		$2.97M Sell
33,800
-29,630
-47% -$2.57M 0.03% 539
2021
Q4 		$5.55M Sell
63,430
-49,738
-44% -$4.13M 0.06% 336
2021
Q3 		$9.26M Buy
113,168
+47,127
+71% +$4.24M 0.09% 239
2021
Q2 		$6.03M Sell
66,041
-2,337
-3% -$208K 0.07% 319
2021
Q1 		$5.84M Sell
68,378
-50,665
-43% -$4.55M 0.07% 297
2020
Q4 		$11.2M Buy
119,043
+59,965
+102% +$5.24M 0.13% 186
2020
Q3 		$5.14M Buy
+59,078
New +$5.12M 0.1% 240

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

Kestra Advisory Services's NVS Position: Q2 2026 in Review

Kestra Advisory Services increased its Novartis (NVS) stake by 250% in Q2 2026, buying an estimated $19.9M and bringing the position to 185,906 shares worth $29.1M. The position accounts for 0.09% of the portfolio, ranked #223.

Kestra Advisory Services first reported a position in NVS in Q3 2020 and has held it in 24 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kestra Advisory Services held 185,906 shares of Novartis worth $29.1M as of Q2 2026.
  • Kestra Advisory Services bought 132,834 Novartis shares in Q2 2026, an estimated $19.9M.
  • Novartis made up 0.09% of Kestra Advisory Services's portfolio in Q2 2026, its #223 holding.
  • Kestra Advisory Services first reported a position in Novartis in Q3 2020 and has held it in 24 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.