Alpine Bank Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47K Buy
+300
New +$45K 0.01% 256
2025
Q4
Sell
-300
Closed -$38.5K 318
2025
Q3
$38.5K Hold
300
0.01% 247
2025
Q2
$36.3K Hold
300
0.01% 255
2025
Q1
$33.4K Buy
+300
New +$31.9K 0.01% 255
2024
Q3
$34.5K Buy
+300
New +$34K 0.01% 301

Other funds holding NVS

Alpine Bank Wealth Management's NVS Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Novartis (NVS) in Q2 2026: 300 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in NVS as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in NVS in Q3 2024 and has held it in 5 quarters since. 1,074 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Alpine Bank Wealth Management held 300 shares of Novartis worth $47K as of Q2 2026.
  • Novartis was a new Alpine Bank Wealth Management position in Q2 2026.
  • Novartis made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Alpine Bank Wealth Management first reported a position in Novartis in Q3 2024 and has held it in 5 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.