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Advantage Trust Company’s Novartis NVS Stock Holding History

Advantage Trust Company’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 		$11.8K Buy
+75
New +$11.2K ﹤0.01% 167
2025
Q1 		– Sell
-36
Closed -$3.5K – 177
2024
Q4 		$3.5K Buy
+36
New +$3.84K ﹤0.01% 164

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Advantage Trust Company's NVS Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Novartis (NVS) in Q2 2026: 75 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in NVS as recently as Q4 2024.

Advantage Trust Company first reported a position in NVS in Q4 2024 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Advantage Trust Company held 75 shares of Novartis worth $11.8K as of Q2 2026.
  • Novartis was a new Advantage Trust Company position in Q2 2026.
  • Novartis made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #167 holding.
  • Advantage Trust Company first reported a position in Novartis in Q4 2024 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.