Position in NVS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$976,208
+$57,417 QoQ
Shares Held
6,229
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#627
of 1,603 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Keel Point, LLC holds $22,441,479 across 10 Drug Manufacturers - General names. NVS ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
24,474 | $6,215,661 | |
| 2 | MRK |
Merck & Co., Inc.
|
36,633 | $4,707,340 | |
| 3 | LLY |
ELI LILLY & Co
|
3,650 | $4,377,919 | |
| 4 | ABBV |
AbbVie Inc.
|
11,997 | $3,018,925 | |
| 5 | NVS |
Novartis AG
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|
6,229 | $976,208 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
7,068 | $892,971 | |
| 7 | AMGN |
Amgen Inc
|
2,204 | $798,112 | |
| 8 | AZN |
Astrazeneca PLC
|
3,042 | $576,824 |
All Filings in NVS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,208 | 6,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $918,791 | 6,015 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,114,127 | 8,081 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,036,050 | 8,079 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $937,343 | 7,746 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $766,313 | 6,874 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $651,101 | 6,691 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $868,055 | 7,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $823,468 | 7,735 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $339,909 | 3,514 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $267,166 | 2,646 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $262,085 | 2,573 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $270,741 | 2,683 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $242,788 | 2,639 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $271,797 | 2,996 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $211,687 | 2,785 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $241,924 | 2,862 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $239,645 | 2,731 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $254,362 | 2,908 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $286,966 | 3,509 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $315,872 | 3,462 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $322,088 | 3,768 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||