Kornitzer Capital Management’s Novartis NVS Stock Holding History

Kornitzer Capital 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
2026 Q2	$375K	Sell	2,390 -15	-0.6%	-$2.25K	0.01%	512
2026 Q1	$367K	Buy	2,405 +265	+12%	+$40.6K	0.01%	480
2025 Q4	$295K	Buy	+2,140	New	+$280K	0.01%	490
2016 Q1	–	Sell	-6,026	Closed	-$465K	–	467
2015 Q4	$465K	Buy	6,026 +251	+4%	+$19.9K	0.01%	400
2015 Q3	$476K	Buy	5,775 +167	+3%	+$14.9K	0.01%	393
2015 Q2	$494K	Sell	5,608 -335	-6%	-$30.7K	0.01%	396
2015 Q1	$525K	Buy	5,943 +223	+4%	+$19.8K	0.01%	381
2014 Q4	$475K	Buy	5,720 +1,053	+23%	+$87.3K	0.01%	370
2014 Q3	$394K	Buy	4,667 +454	+11%	+$36.7K	﹤0.01%	366
2014 Q2	$342K	Buy	4,213 +474	+13%	+$37.3K	﹤0.01%	375
2014 Q1	$285K	Hold	3,739	–	–	﹤0.01%	397
2013 Q4	$269K	Sell	3,739 -321	-8%	-$22.3K	﹤0.01%	391
2013 Q3	$279K	Buy	+4,060	New	+$269K	﹤0.01%	384

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Kornitzer Capital Management's NVS Position: Q2 2026 in Review

Kornitzer Capital Management reduced its Novartis (NVS) stake by 0.62% in Q2 2026, selling an estimated $2.25K and leaving 2,390 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #512.

Kornitzer Capital Management first reported a position in NVS in Q3 2013 and has held it in 13 quarters since. The position peaked at $525K in Q1 2015. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Kornitzer Capital Management held 2,390 shares of Novartis worth $375K as of Q2 2026.
Kornitzer Capital Management sold 15 Novartis shares in Q2 2026, an estimated $2.25K.
Novartis made up 0.01% of Kornitzer Capital Management's portfolio in Q2 2026, its #512 holding.
Kornitzer Capital Management first reported a position in Novartis in Q3 2013 and has held it in 13 quarters since.
Kornitzer Capital Management's Novartis position peaked at $525K in Q1 2015.
734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.