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Key Capital Management’s Novartis NVS Stock Holding History

Key Capital 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 		$1.88K Buy
+12
New +$1.8K ﹤0.01% 589

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Key Capital Management's NVS Position: Q2 2026 in Review

Key Capital Management opened a new position in Novartis (NVS) in Q2 2026: 12 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

951 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Key Capital Management held 12 shares of Novartis worth $1.88K as of Q2 2026.
  • Novartis was a new Key Capital Management position in Q2 2026.
  • Novartis made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #589 holding.
  • 951 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.