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 Q2	$619K	Buy	3,950 +1,232	+45%	+$185K	0.06%	215
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keebeck Wealth Management's NVS Position: Q2 2026 in Review

Keebeck Wealth Management increased its Novartis (NVS) stake by 45% in Q2 2026, buying an estimated $185K and bringing the position to 3,950 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #215.

Keebeck Wealth Management first reported a position in NVS in Q2 2020 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Keebeck Wealth Management held 3,950 shares of Novartis worth $619K as of Q2 2026.
Keebeck Wealth Management bought 1,232 Novartis shares in Q2 2026, an estimated $185K.
Novartis made up 0.06% of Keebeck Wealth Management's portfolio in Q2 2026, its #215 holding.
Keebeck Wealth Management first reported a position in Novartis in Q2 2020 and has held it in 3 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.