Kiker Wealth Management’s Novartis NVS Stock Holding History

Kiker Wealth Management’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
2025 Q4	–	Sell	-11,749	Closed	-$1.51M	–	127
2025 Q3	$1.51M	Buy	+11,749	New	+$1.43M	0.76%	34

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kiker Wealth Management's NVS Position: Q4 2025 in Review

Kiker Wealth Management sold out of Novartis (NVS) in Q4 2025, closing a stake of 11,749 shares — an estimated $1.51M sold.

Kiker Wealth Management first reported a position in NVS in Q3 2025 and held it in 1 quarter. The position peaked at $1.51M in Q3 2025. 1,515 funds tracked by Wall St. Rank hold NVS as of Q4 2025.

Kiker Wealth Management reported no remaining Novartis position as of Q4 2025 after selling out during the quarter.
Kiker Wealth Management sold 11,749 Novartis shares in Q4 2025, an estimated $1.51M.
Kiker Wealth Management first reported a position in Novartis in Q3 2025 and held it in 1 quarter.
Kiker Wealth Management's Novartis position peaked at $1.51M in Q3 2025.
1,515 funds tracked by Wall St. Rank held Novartis as of Q4 2025.

Based on Kiker Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.