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Keebeck Wealth Management’s Novartis NVS Stock Holding History

Keebeck Wealth Management’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
Q1 		$415K Buy
+2,718
New +$417K 0.05% 252
2020
Q3 		– Sell
-522
Closed -$45K – 300
2020
Q2 		$45K Buy
+522
New +$45.1K 0.01% 230

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Keebeck Wealth Management's NVS Position: Q1 2026 in Review

Keebeck Wealth Management opened a new position in Novartis (NVS) in Q1 2026: 2,718 shares worth $415K. The stake represents 0.05% of the portfolio and ranks #252 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in NVS as recently as Q2 2020.

Keebeck Wealth Management first reported a position in NVS in Q2 2020 and has held it in 2 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Keebeck Wealth Management held 2,718 shares of Novartis worth $415K as of Q1 2026.
  • Novartis was a new Keebeck Wealth Management position in Q1 2026.
  • Novartis made up 0.05% of Keebeck Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Keebeck Wealth Management first reported a position in Novartis in Q2 2020 and has held it in 2 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.