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Kovack Advisors’s Novartis NVS Stock Holding History

Kovack Advisors’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
Q1 		$338K Buy
2,185
+64
+3% +$9.81K 0.02% 713
2025
Q4 		$292K Buy
2,121
+471
+29% +$61.7K 0.01% 763
2025
Q3 		$212K Sell
1,650
-37
-2% -$4.51K 0.02% 556
2025
Q2 		$204K Buy
+1,687
New +$190K 0.02% 558
2021
Q2 		– Sell
-2,444
Closed -$209K – 732
2021
Q1 		$209K Sell
2,444
-44
-2% -$3.95K 0.03% 571
2020
Q4 		$235K Hold
2,488
– – 0.03% 475
2020
Q3 		$216K Sell
2,488
-1,019
-29% -$88.3K 0.04% 406
2020
Q2 		$306K Buy
+3,507
New +$303K 0.06% 319
2019
Q4 		– Sell
-4,317
Closed -$375K – 535
2019
Q3 		$375K Buy
+4,317
New +$388K 0.08% 282
2018
Q4 		– Sell
-4,230
Closed -$327K – 471
2018
Q3 		$327K Buy
4,230
+222
+6% +$16.4K 0.08% 280
2018
Q2 		$271K Sell
4,008
-227
-5% -$15.7K 0.08% 296
2018
Q1 		$307K Sell
4,235
-352
-8% -$26.8K 0.08% 310
2017
Q4 		$345K Buy
+4,587
New +$346K 0.09% 269

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kovack Advisors's NVS Position: Q1 2026 in Review

Kovack Advisors increased its Novartis (NVS) stake by 3% in Q1 2026, buying an estimated $9.81K and bringing the position to 2,185 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #713.

Kovack Advisors first reported a position in NVS in Q4 2017 and has held it in 13 quarters since. The position peaked at $375K in Q3 2019. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Kovack Advisors held 2,185 shares of Novartis worth $338K as of Q1 2026.
  • Kovack Advisors bought 64 Novartis shares in Q1 2026, an estimated $9.81K.
  • Novartis made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #713 holding.
  • Kovack Advisors first reported a position in Novartis in Q4 2017 and has held it in 13 quarters since.
  • Kovack Advisors's Novartis position peaked at $375K in Q3 2019.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.