Keating Financial Advisory Services’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.19K Sell
14
-31
-69% -$4.65K ﹤0.01% 1912
2026
Q1
$6.87K Sell
45
-126
-74% -$19.3K ﹤0.01% 1275
2025
Q4
$23.6K Buy
+171
New +$22.4K ﹤0.01% 859

Other funds holding NVS

Keating Financial Advisory Services's NVS Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Novartis (NVS) stake by 69% in Q2 2026, selling an estimated $4.65K and leaving 14 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Keating Financial Advisory Services first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q4 2025. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Keating Financial Advisory Services held 14 shares of Novartis worth $2.19K as of Q2 2026.
  • Keating Financial Advisory Services sold 31 Novartis shares in Q2 2026, an estimated $4.65K.
  • Novartis made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1912 holding.
  • Keating Financial Advisory Services first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Novartis position peaked at $23.6K in Q4 2025.
  • 1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.