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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
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 $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

Klingman & Associates's NVS Position: Q2 2026 in Review

Klingman & Associates increased its Novartis (NVS) stake by 5.4% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,523 shares worth $709K. The position accounts for 0.03% of the portfolio, ranked #171.

Klingman & Associates first reported a position in NVS in Q2 2015 and has held it in 16 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Klingman & Associates held 4,523 shares of Novartis worth $709K as of Q2 2026.
  • Klingman & Associates bought 230 Novartis shares in Q2 2026, an estimated $34.5K.
  • Novartis made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #171 holding.
  • Klingman & Associates first reported a position in Novartis in Q2 2015 and has held it in 16 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.