KMWM
NVS icon

Keudell/Morrison Wealth Management’s Novartis NVS Stock Holding History

Keudell/Morrison 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 		$323K Hold
2,058
– – 0.06% 185
2026
Q1 		$314K Buy
2,058
+50
+2% +$7.66K 0.06% 179
2025
Q4 		$277K Buy
+2,008
New +$263K 0.06% 188
2025
Q2 		$342K Hold
2,828
– – 0.08% 156
2025
Q1 		$315K Buy
2,828
+104
+4% +$11.1K 0.07% 156
2024
Q4 		$265K Buy
2,724
+7
+0.3% +$746 0.07% 172
2024
Q3 		$313K Sell
2,717
-74
-3% -$8.4K 0.08% 156
2024
Q2 		$297K Sell
2,791
-126
-4% -$12.6K 0.09% 157
2024
Q1 		$282K Sell
2,917
-241
-8% -$24.7K 0.09% 163
2023
Q4 		$319K Buy
3,158
+16
+0.5% +$1.54K 0.11% 145
2023
Q3 		$320K Sell
3,142
-39
-1% -$3.96K 0.1% 137
2023
Q2 		$321K Sell
3,181
-98
-3% -$9.8K 0.09% 139
2023
Q1 		$302K Hold
3,279
– – 0.09% 145
2022
Q4 		$297K Sell
3,279
-90
-3% -$7.58K 0.1% 137
2022
Q3 		$256K Buy
3,369
+163
+5% +$13.5K 0.1% 152
2022
Q2 		$271K Sell
3,206
-912
-22% -$80K 0.1% 146
2022
Q1 		$361K Buy
4,118
+327
+9% +$28.3K 0.15% 131
2021
Q4 		$332K Sell
3,791
-156
-4% -$13K 0.13% 132
2021
Q3 		$323K Buy
3,947
+268
+7% +$24.1K 0.14% 129
2021
Q2 		$336K Buy
3,679
+179
+5% +$15.9K 0.18% 129
2021
Q1 		$299K Buy
3,500
+43
+1% +$3.86K 0.17% 128
2020
Q4 		$326K Sell
3,457
-57
-2% -$4.98K 0.21% 119
2020
Q3 		$306K Sell
3,514
-309
-8% -$26.8K 0.2% 115
2020
Q2 		$334K Buy
3,823
+643
+20% +$55.5K 0.28% 105
2020
Q1 		$262K Buy
3,180
+821
+35% +$73.3K 0.26% 110
2019
Q4 		$223K Hold
2,359
– – 0.15% 136
2019
Q3 		$205K Hold
2,359
– – 0.17% 141
2019
Q2 		$209K Sell
2,359
-162
-6% -$13.7K 0.18% 129
2019
Q1 		$217K Buy
+2,521
New +$202K 0.19% 122

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Keudell/Morrison Wealth Management's NVS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Novartis (NVS) position steady in Q2 2026 at 2,058 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #185.

Keudell/Morrison Wealth Management first reported a position in NVS in Q1 2019 and has held it in 29 quarters since. The position peaked at $361K in Q1 2022. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,058 shares of Novartis worth $323K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Keudell/Morrison Wealth Management first reported a position in Novartis in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Novartis position peaked at $361K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.