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Novartis shares owned by Kestra Investment Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Kestra Investment Management from 13F filings

Historical chart of Kestra Investment Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Kestra Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.5k 137.87
2025-06-30 $892 8 111.50
2025-03-31 $892 8 111.50
2024-12-31 $47k 485 97.24

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Kestra Investment Management

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Cullen Capital Management
Henderson Group
Wells Fargo & Company
Envestnet Asset Management
Principal Financial Group

View all funds holding Novartis