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 Q3	$208K	Buy	1,460 +87	+6%	+$13.2K	0.04%	79
2026 Q2	$215K	Hold	1,373	–	–	0.04%	79
2026 Q1	$210K	Buy	+1,373	New	+$210K	0.05%	76

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

O'Keefe Stevens Advisory's NVS Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Novartis (NVS) stake by 6.3% in Q3 2026, buying an estimated $13.2K and bringing the position to 1,460 shares worth $208K. 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 3 quarters since. The position peaked at $215K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

O'Keefe Stevens Advisory held 1,460 shares of Novartis worth $208K as of Q3 2026.
O'Keefe Stevens Advisory bought 87 Novartis shares in Q3 2026, an estimated $13.2K.
Novartis made up 0.04% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #79 holding.
O'Keefe Stevens Advisory first reported a position in Novartis in Q1 2026 and has held it in 3 quarters since.
O'Keefe Stevens Advisory's Novartis position peaked at $215K in Q2 2026.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.