Novartis shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Novartis
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Quarterly reported holdings in Novartis by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $29M | 186k | 156.72 |
| 2026-03-31 | $8.1M | 53k | 152.75 |
| 2025-12-31 | $6.5M | 47k | 137.87 |
| 2025-09-30 | $8.9M | 69k | 128.24 |
| 2025-06-30 | $3.6M | 30k | 121.01 |
| 2025-03-31 | $3.3M | 30k | 111.48 |
| 2024-12-31 | $3.7M | 38k | 97.31 |
| 2024-09-30 | $22M | 189k | 115.02 |
| 2024-06-30 | $20M | 189k | 106.46 |
| 2024-03-31 | $3.5M | 36k | 96.73 |
| 2023-12-31 | $3.1M | 31k | 100.97 |
| 2023-09-30 | $3.0M | 30k | 101.86 |
| 2023-06-30 | $6.3M | 63k | 100.91 |
| 2023-03-31 | $3.0M | 32k | 92.00 |
| 2022-12-31 | $4.4M | 48k | 90.72 |
| 2022-09-30 | $5.5M | 73k | 76.01 |
| 2022-06-30 | $3.2M | 38k | 84.53 |
| 2022-03-31 | $3.0M | 34k | 87.75 |
| 2021-12-31 | $5.5M | 63k | 87.47 |
| 2021-09-30 | $9.3M | 113k | 81.78 |
| 2021-06-30 | $6.0M | 66k | 91.25 |
| 2021-03-31 | $5.8M | 68k | 85.48 |
| 2020-12-31 | $11M | 119k | 94.36 |
| 2020-09-30 | $5.1M | 59k | 86.95 |