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Kestra Private Wealth Services’s Novartis NVS Stock Holding History

Kestra Private Wealth 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 		$2.99M Sell
19,054
-6,233
-25% -$934K 0.03% 474
2026
Q1 		$3.86M Sell
25,287
-2,622
-9% -$402K 0.05% 384
2025
Q4 		$3.85M Buy
27,909
+6,593
+31% +$863K 0.05% 366
2025
Q3 		$2.73M Sell
21,316
-5,261
-20% -$642K 0.04% 441
2025
Q2 		$3.22M Buy
26,577
+4,426
+20% +$499K 0.05% 380
2025
Q1 		$2.47M Buy
22,151
+5,371
+32% +$572K 0.04% 406
2024
Q4 		$1.63M Buy
16,780
+292
+2% +$31.1K 0.03% 488
2024
Q3 		$1.9M Sell
16,488
-147
-0.9% -$16.7K 0.03% 433
2024
Q2 		$1.77M Buy
16,635
+738
+5% +$74.1K 0.04% 418
2024
Q1 		$1.54M Sell
15,897
-1,623
-9% -$166K 0.03% 443
2023
Q4 		$1.77M Buy
17,520
+1,089
+7% +$105K 0.05% 375
2023
Q3 		$1.67M Buy
16,431
+2,398
+17% +$243K 0.05% 341
2023
Q2 		$1.42M Buy
14,033
+6,182
+79% +$618K 0.05% 364
2023
Q1 		$722K Buy
7,851
+161
+2% +$14.1K 0.03% 495
2022
Q4 		$698K Buy
7,690
+370
+5% +$31.2K 0.04% 442
2022
Q3 		$556K Sell
7,320
-404
-5% -$33.5K 0.03% 463
2022
Q2 		$653K Sell
7,724
-1,212
-14% -$106K 0.04% 429
2022
Q1 		$784K Buy
8,936
+758
+9% +$65.6K 0.04% 436
2021
Q4 		$715K Sell
8,178
-987
-11% -$82K 0.03% 485
2021
Q3 		$750K Sell
9,165
-5,816
-39% -$523K 0.04% 429
2021
Q2 		$1.37M Sell
14,981
-1,522
-9% -$136K 0.08% 264
2021
Q1 		$1.41M Buy
16,503
+1,311
+9% +$118K 0.1% 227
2020
Q4 		$1.43M Buy
15,192
+9,808
+182% +$857K 0.11% 207
2020
Q3 		$468K Buy
+5,384
New +$466K 0.04% 395

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 Private Wealth Services's NVS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Novartis (NVS) stake by 25% in Q2 2026, selling an estimated $934K and leaving 19,054 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #474.

Kestra Private Wealth Services first reported a position in NVS in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.86M in Q1 2026. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kestra Private Wealth Services held 19,054 shares of Novartis worth $2.99M as of Q2 2026.
  • Kestra Private Wealth Services sold 6,233 Novartis shares in Q2 2026, an estimated $934K.
  • Novartis made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #474 holding.
  • Kestra Private Wealth Services first reported a position in Novartis in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Novartis position peaked at $3.86M in Q1 2026.
  • 1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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