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
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 $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

M. Kulyk & Associates's NVS Position: Q1 2026 in Review

M. Kulyk & Associates increased its Novartis (NVS) stake by 22% in Q1 2026, buying an estimated $69.3K and bringing the position to 2,488 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #84.

M. Kulyk & Associates first reported a position in NVS in Q2 2024 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • M. Kulyk & Associates held 2,488 shares of Novartis worth $380K as of Q1 2026.
  • M. Kulyk & Associates bought 452 Novartis shares in Q1 2026, an estimated $69.3K.
  • Novartis made up 0.07% of M. Kulyk & Associates's portfolio in Q1 2026, its #84 holding.
  • M. Kulyk & Associates first reported a position in Novartis in Q2 2024 and has held it in 8 quarters since.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.