KPP Advisory Services’s Novartis NVS Stock Holding History

KPP Advisory Services’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	$209K	Hold	1,331	–	–	0.03%	347
2026 Q1	$203K	Buy	+1,331	New	+$204K	0.03%	339

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

KPP Advisory Services's NVS Position: Q2 2026 in Review

KPP Advisory Services held its Novartis (NVS) position steady in Q2 2026 at 1,331 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #347.

KPP Advisory Services first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

KPP Advisory Services held 1,331 shares of Novartis worth $209K as of Q2 2026.
KPP Advisory Services left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #347 holding.
KPP Advisory Services first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.