KFI
NVS icon

Key Financial Inc’s Novartis NVS Stock Holding History

Key Financial Inc’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 		$406K Sell
2,592
-67
-3% -$10K 0.07% 211
2026
Q1 		$406K Buy
2,659
+67
+3% +$10.3K 0.07% 205
2025
Q4 		$357K Hold
2,592
– – 0.07% 213
2025
Q3 		$341K Hold
2,592
– – 0.06% 220
2025
Q2 		$314K Hold
2,592
– – 0.06% 220
2025
Q1 		$289K Sell
2,592
-524
-17% -$55.8K 0.06% 216
2024
Q4 		$303K Hold
3,116
– – 0.07% 202
2024
Q3 		$358K Sell
3,116
-24
-0.8% -$2.72K 0.08% 188
2024
Q2 		$334K Hold
3,140
– – 0.08% 183
2024
Q1 		$304K Hold
3,140
– – 0.08% 185
2023
Q4 		$317K Buy
3,140
+181
+6% +$17.5K 0.09% 172
2023
Q3 		$301K Hold
2,959
– – 0.1% 160
2023
Q2 		$299K Buy
2,959
+100
+3% +$10K 0.1% 159
2023
Q1 		$263K Buy
2,859
+1,000
+54% +$87.3K 0.1% 166
2022
Q4 		$141K Hold
1,859
– – 0.07% 205
2022
Q3 		$141K Hold
1,859
– – 0.07% 208
2022
Q2 		$157K Hold
1,859
– – 0.09% 180
2022
Q1 		$163K Buy
1,859
+1,000
+116% +$86.6K 0.08% 191
2021
Q4 		$75K Hold
859
– – 0.04% 286
2021
Q3 		$70K Hold
859
– – 0.04% 288
2021
Q2 		$79K Hold
859
– – 0.04% 274
2021
Q1 		$73K Hold
859
– – 0.05% 227
2020
Q4 		$81K Buy
+859
New +$75.1K 0.06% 202
2020
Q2 		– Sell
-948
Closed -$78K – 447
2020
Q1 		$78K Buy
+948
New +$84.6K 0.08% 181

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Key Financial Inc's NVS Position: Q2 2026 in Review

Key Financial Inc reduced its Novartis (NVS) stake by 2.5% in Q2 2026, selling an estimated $10K and leaving 2,592 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #211.

Key Financial Inc first reported a position in NVS in Q1 2020 and has held it in 24 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Key Financial Inc held 2,592 shares of Novartis worth $406K as of Q2 2026.
  • Key Financial Inc sold 67 Novartis shares in Q2 2026, an estimated $10K.
  • Novartis made up 0.07% of Key Financial Inc's portfolio in Q2 2026, its #211 holding.
  • Key Financial Inc first reported a position in Novartis in Q1 2020 and has held it in 24 quarters since.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.