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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
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 $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

Keel Point's NVS Position: Q1 2026 in Review

Keel Point reduced its Novartis (NVS) stake by 26% in Q1 2026, selling an estimated $317K and leaving 6,015 shares worth $919K. The position accounts for 0.06% of the portfolio, ranked #181.

Keel Point first reported a position in NVS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Keel Point held 6,015 shares of Novartis worth $919K as of Q1 2026.
  • Keel Point sold 2,066 Novartis shares in Q1 2026, an estimated $317K.
  • Novartis made up 0.06% of Keel Point's portfolio in Q1 2026, its #181 holding.
  • Keel Point first reported a position in Novartis in Q1 2021 and has held it in 21 quarters since.
  • Keel Point's Novartis position peaked at $1.11M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.