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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return