Kestra Advisory Services
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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
Q3 		$27.8M Buy
194,907
+9,001
+5% +$1.37M 0.08% 257
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Kestra Advisory Services's NVS Position: Q3 2026 in Review

Kestra Advisory Services increased its Novartis (NVS) stake by 4.8% in Q3 2026, buying an estimated $1.37M and bringing the position to 194,907 shares worth $27.8M. The position accounts for 0.08% of the portfolio, ranked #257.

Kestra Advisory Services first reported a position in NVS in Q3 2020 and has held it in 25 quarters since. The position peaked at $29.1M in Q2 2026. 726 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Kestra Advisory Services held 194,907 shares of Novartis worth $27.8M as of Q3 2026.
  • Kestra Advisory Services bought 9,001 Novartis shares in Q3 2026, an estimated $1.37M.
  • Novartis made up 0.08% of Kestra Advisory Services's portfolio in Q3 2026, its #257 holding.
  • Kestra Advisory Services first reported a position in Novartis in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Novartis position peaked at $29.1M in Q2 2026.
  • 726 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.