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Novartis shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management investment in Novartis

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All positions including Novartis held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $415k 2.7k 152.75
2020-06-30 $45k 522 86.21

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Keebeck Wealth Management

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Dodge & Cox
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Northern Trust
GQG Partners
Envestnet Asset Management
Henderson Group
Natixis Asset Management Advisors

View all funds holding Novartis