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 Q2	$334K	Sell	2,160 -25	-1%	-$3.75K	0.02%	761
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovack Advisors's NVS Position: Q2 2026 in Review

Kovack Advisors reduced its Novartis (NVS) stake by 1.1% in Q2 2026, selling an estimated $3.75K and leaving 2,160 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #761.

Kovack Advisors first reported a position in NVS in Q4 2017 and has held it in 14 quarters since. The position peaked at $375K in Q3 2019. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Kovack Advisors held 2,160 shares of Novartis worth $334K as of Q2 2026.
Kovack Advisors sold 25 Novartis shares in Q2 2026, an estimated $3.75K.
Novartis made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #761 holding.
Kovack Advisors first reported a position in Novartis in Q4 2017 and has held it in 14 quarters since.
Kovack Advisors's Novartis position peaked at $375K in Q3 2019.
1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.