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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Key Financial Inc's NVS Position: Q1 2026 in Review

Key Financial Inc increased its Novartis (NVS) stake by 2.6% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,659 shares worth $406K. The position accounts for 0.07% of the portfolio, ranked #205.

Key Financial Inc first reported a position in NVS in Q1 2020 and has held it in 23 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Key Financial Inc held 2,659 shares of Novartis worth $406K as of Q1 2026.
Key Financial Inc bought 67 Novartis shares in Q1 2026, an estimated $10.3K.
Novartis made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #205 holding.
Key Financial Inc first reported a position in Novartis in Q1 2020 and has held it in 23 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.