Klingman & Associates
NVS icon

Klingman & Associates’s Novartis NVS Stock Holding History

Klingman & Associates’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 		$645K Sell
4,521
-2
-0% -$303 0.03% 186
2026
Q2 		$709K Buy
4,523
+230
+5% +$34.5K 0.03% 171
2026
Q1 		$656K Buy
4,293
+154
+4% +$23.6K 0.03% 168
2025
Q4 		$571K Buy
4,139
+149
+4% +$19.5K 0.03% 177
2025
Q3 		$512K Buy
3,990
+706
+21% +$86.1K 0.03% 187
2025
Q2 		$397K Buy
3,284
+251
+8% +$28.3K 0.02% 201
2025
Q1 		$338K Buy
3,033
+325
+12% +$34.6K 0.02% 206
2024
Q4 		$264K Buy
2,708
+70
+3% +$7.46K 0.02% 219
2024
Q3 		$303K Buy
2,638
+13
+0.5% +$1.48K 0.02% 214
2024
Q2 		$279K Sell
2,625
-90
-3% -$9.03K 0.02% 201
2024
Q1 		$263K Hold
2,715
– – 0.02% 205
2023
Q4 		$274K Hold
2,715
– – 0.02% 193
2023
Q3 		$277K Buy
+2,715
New +$276K 0.02% 185
2016
Q2 		– Sell
-311
Closed -$20K – 385
2016
Q1 		$20K Hold
311
– – 0.01% 260
2015
Q4 		$24K Hold
311
– – 0.01% 259
2015
Q3 		$25K Hold
311
– – 0.01% 242
2015
Q2 		$27K Buy
+311
New +$28.5K 0.01% 225

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Klingman & Associates's NVS Position: Q3 2026 in Review

Klingman & Associates reduced its Novartis (NVS) stake by 0.04% in Q3 2026, selling an estimated $303 and leaving 4,521 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #186.

Klingman & Associates first reported a position in NVS in Q2 2015 and has held it in 17 quarters since. The position peaked at $709K in Q2 2026. 1,239 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Klingman & Associates held 4,521 shares of Novartis worth $645K as of Q3 2026.
  • Klingman & Associates sold 2 Novartis shares in Q3 2026, an estimated $303.
  • Novartis made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #186 holding.
  • Klingman & Associates first reported a position in Novartis in Q2 2015 and has held it in 17 quarters since.
  • Klingman & Associates's Novartis position peaked at $709K in Q2 2026.
  • 1,239 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.