MKA
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M. Kulyk & Associates’s Novartis NVS Stock Holding History

M. Kulyk & 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 		$382K Sell
2,439
-49
-2% -$7.35K 0.06% 83
2026
Q1 		$380K Buy
2,488
+452
+22% +$69.3K 0.07% 84
2025
Q4 		$281K Buy
2,036
+56
+3% +$7.33K 0.05% 89
2025
Q3 		$254K Sell
1,980
-390
-16% -$47.6K 0.05% 88
2025
Q2 		$287K Buy
2,370
+144
+6% +$16.2K 0.06% 85
2025
Q1 		$248K Sell
2,226
-172
-7% -$18.3K 0.06% 87
2024
Q4 		$233K Buy
2,398
+40
+2% +$4.27K 0.05% 95
2024
Q3 		$271K Buy
2,358
+28
+1% +$3.18K 0.05% 95
2024
Q2 		$248K Buy
+2,330
New +$234K 0.06% 96

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

M. Kulyk & Associates's NVS Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Novartis (NVS) stake by 2% in Q2 2026, selling an estimated $7.35K and leaving 2,439 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #83.

M. Kulyk & Associates first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • M. Kulyk & Associates held 2,439 shares of Novartis worth $382K as of Q2 2026.
  • M. Kulyk & Associates sold 49 Novartis shares in Q2 2026, an estimated $7.35K.
  • Novartis made up 0.06% of M. Kulyk & Associates's portfolio in Q2 2026, its #83 holding.
  • M. Kulyk & Associates first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.