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Kestra Advisory Services, LLC → NVSEF
Kestra Advisory Services, LLC NVSEF Position History
Novartis AG
Quarters held
5
Latest value
$27.8M
Q3 2026
Peak value
$29.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.9M |
| Q4 2025 | $6.5M |
| Q1 2026 | $8.1M |
| Q2 2026 | $29.1M |
| Q3 2026 | $27.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.8M | 194.9K | — | — |
| Q2 2026 | $29.1M | 185.9K | — | — |
| Q1 2026 | $8.1M | 53.1K | — | — |
| Q4 2025 | $6.5M | 47.4K | — | — |
| Q3 2025 | $8.9M | 69.4K | — | — |
Other funds holding NVSEF
$1.9B
$1.7B
$1.7B
$1.4B
$1.4B
$1.3B