Kingswood Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Other funds holding NVS
Kingswood Wealth Advisors's NVS Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its Novartis (NVS) stake by 48% in Q2 2026, buying an estimated $192K and bringing the position to 3,959 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #548.
Kingswood Wealth Advisors first reported a position in NVS in Q3 2025 and has held it in 4 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Kingswood Wealth Advisors held 3,959 shares of Novartis worth $620K as of Q2 2026.
- Kingswood Wealth Advisors bought 1,284 Novartis shares in Q2 2026, an estimated $192K.
- Novartis made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #548 holding.
- Kingswood Wealth Advisors first reported a position in Novartis in Q3 2025 and has held it in 4 quarters since.
- 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.