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Keel Point’s Novartis NVS Stock Holding History

Keel Point’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 		$976K Buy
6,229
+214
+4% +$32.1K 0.06% 180
2026
Q1 		$919K Sell
6,015
-2,066
-26% -$317K 0.06% 181
2025
Q4 		$1.11M Buy
8,081
+2
+0% +$262 0.07% 171
2025
Q3 		$1.04M Buy
8,079
+333
+4% +$40.6K 0.06% 177
2025
Q2 		$937K Buy
7,746
+872
+13% +$98.3K 0.06% 185
2025
Q1 		$766K Buy
6,874
+183
+3% +$19.5K 0.06% 178
2024
Q4 		$651K Sell
6,691
-856
-11% -$91.3K 0.05% 193
2024
Q3 		$868K Sell
7,547
-188
-2% -$21.3K 0.07% 166
2024
Q2 		$870K Buy
7,735
+4,221
+120% +$424K 0.08% 158
2024
Q1 		$340K Buy
3,514
+868
+33% +$89K 0.04% 269
2023
Q4 		$267K Buy
2,646
+73
+3% +$7.05K 0.03% 276
2023
Q3 		$262K Sell
2,573
-110
-4% -$11.2K 0.04% 258
2023
Q2 		$271K Buy
2,683
+44
+2% +$4.4K 0.04% 260
2023
Q1 		$243K Sell
2,639
-357
-12% -$31.2K 0.04% 260
2022
Q4 		$272K Buy
2,996
+211
+8% +$17.8K 0.04% 236
2022
Q3 		$212K Sell
2,785
-77
-3% -$6.38K 0.04% 233
2022
Q2 		$250K Buy
2,862
+131
+5% +$11.5K 0.04% 222
2022
Q1 		$240K Sell
2,731
-177
-6% -$15.3K 0.04% 228
2021
Q4 		$254K Sell
2,908
-601
-17% -$49.9K 0.03% 232
2021
Q3 		$287K Buy
3,509
+47
+1% +$4.23K 0.04% 200
2021
Q2 		$316K Sell
3,462
-306
-8% -$27.2K 0.04% 193
2021
Q1 		$322K Buy
+3,768
New +$338K 0.03% 199

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keel Point's NVS Position: Q2 2026 in Review

Keel Point increased its Novartis (NVS) stake by 3.6% in Q2 2026, buying an estimated $32.1K and bringing the position to 6,229 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #180.

Keel Point first reported a position in NVS in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2025. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Keel Point held 6,229 shares of Novartis worth $976K as of Q2 2026.
  • Keel Point bought 214 Novartis shares in Q2 2026, an estimated $32.1K.
  • Novartis made up 0.06% of Keel Point's portfolio in Q2 2026, its #180 holding.
  • Keel Point first reported a position in Novartis in Q1 2021 and has held it in 22 quarters since.
  • Keel Point's Novartis position peaked at $1.11M in Q4 2025.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.