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O'Keefe Stevens Advisory’s Novartis NVS Stock Holding History

O'Keefe Stevens Advisory’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 		$215K Hold
1,373
– – 0.04% 79
2026
Q1 		$210K Buy
+1,373
New +$210K 0.05% 76

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

O'Keefe Stevens Advisory's NVS Position: Q2 2026 in Review

O'Keefe Stevens Advisory held its Novartis (NVS) position steady in Q2 2026 at 1,373 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #79.

O'Keefe Stevens Advisory first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • O'Keefe Stevens Advisory held 1,373 shares of Novartis worth $215K as of Q2 2026.
  • O'Keefe Stevens Advisory left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.04% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #79 holding.
  • O'Keefe Stevens Advisory first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.