Key Client Fiduciary Advisors’s Novartis NVS Stock Holding History

Key Client Fiduciary Advisors’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	$365K	Hold	2,326	–	–	0.11%	158
2026 Q1	$355K	Sell	2,326 -3	-0.1%	-$460	0.12%	153
2025 Q4	$321K	Hold	2,329	–	–	0.11%	150
2025 Q3	$299K	Hold	2,329	–	–	0.1%	164
2025 Q2	$282K	Hold	2,329	–	–	0.11%	161
2025 Q1	$260K	Hold	2,329	–	–	0.12%	159
2024 Q4	$227K	Hold	2,329	–	–	0.1%	174
2024 Q3	$268K	Sell	2,329 -25	-1%	-$2.84K	0.12%	159
2024 Q2	$251K	Buy	2,354 +25	+1%	+$2.51K	0.12%	155
2024 Q1	$225K	Hold	2,329	–	–	0.12%	159
2023 Q4	$235K	Hold	2,329	–	–	0.14%	151
2023 Q3	$237K	Hold	2,329	–	–	0.15%	146
2023 Q2	$235K	Hold	2,329	–	–	0.14%	151
2023 Q1	$214K	Buy	+2,329	New	+$203K	0.13%	154

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

Key Client Fiduciary Advisors's NVS Position: Q2 2026 in Review

Key Client Fiduciary Advisors held its Novartis (NVS) position steady in Q2 2026 at 2,326 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #158.

Key Client Fiduciary Advisors first reported a position in NVS in Q1 2023 and has held it in 14 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Key Client Fiduciary Advisors held 2,326 shares of Novartis worth $365K as of Q2 2026.
Key Client Fiduciary Advisors left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #158 holding.
Key Client Fiduciary Advisors first reported a position in Novartis in Q1 2023 and has held it in 14 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.