American National Bank & Trust’s Novartis NVS Stock Holding History

American National Bank & Trust’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	$280K	Hold	1,786	–	–	0.02%	206
2026 Q1	$273K	Hold	1,786	–	–	0.03%	202
2025 Q4	$246K	Hold	1,786	–	–	0.02%	221
2025 Q3	$229K	Sell	1,786 -2,216	-55%	-$270K	0.02%	219
2025 Q2	$484K	Sell	4,002 -5	-0.1%	-$564	0.05%	170
2025 Q1	$447K	Sell	4,007 -89	-2%	-$9.47K	0.05%	159
2024 Q4	$399K	Hold	4,096	–	–	0.04%	162
2024 Q3	$471K	Hold	4,096	–	–	0.06%	137
2024 Q2	$436K	Buy	4,096 +349	+9%	+$35K	0.05%	145
2024 Q1	$362K	Buy	3,747 +1,298	+53%	+$133K	0.05%	151
2023 Q4	$247K	Buy	2,449 +1,188	+94%	+$115K	0.04%	159
2023 Q3	$128K	Hold	1,261	–	–	0.02%	198
2023 Q2	$127K	Hold	1,261	–	–	0.02%	198
2023 Q1	$116K	Buy	1,261 +1,122	+807%	+$98K	0.02%	191
2022 Q4	$13K	Hold	139	–	–	﹤0.01%	362
2022 Q3	$11K	Hold	139	–	–	﹤0.01%	357
2022 Q2	$12K	Buy	139 +40	+40%	+$3.51K	﹤0.01%	283
2022 Q1	$9K	Buy	99 +88	+800%	+$7.62K	﹤0.01%	320
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	336
2021 Q3	$1K	Sell	11 -150	-93%	-$13.5K	﹤0.01%	285
2021 Q2	$15K	Hold	161	–	–	﹤0.01%	211
2021 Q1	$14K	Buy	161 +11	+7%	+$987	﹤0.01%	188
2020 Q4	$14K	Hold	150	–	–	﹤0.01%	176
2020 Q3	$13K	Hold	150	–	–	﹤0.01%	176
2020 Q2	$13K	Hold	150	–	–	﹤0.01%	175
2020 Q1	$12K	Hold	150	–	–	﹤0.01%	165
2019 Q4	$14K	Sell	150 -48	-24%	-$4.31K	﹤0.01%	168
2019 Q3	$17K	Buy	+198	New	+$17.8K	0.01%	149
2017 Q3	–	Sell	-204	Closed	-$15K	–	254
2017 Q2	$15K	Sell	204 -198	-49%	-$14K	﹤0.01%	218
2017 Q1	$27K	Hold	402	–	–	0.01%	178
2016 Q4	$26K	Sell	402 -558	-58%	-$36.2K	0.01%	180
2016 Q3	$68K	Buy	960 +558	+139%	+$40.7K	0.02%	122
2016 Q2	$30K	Sell	402 -68	-14%	-$4.7K	0.01%	151
2016 Q1	$30K	Hold	470	–	–	0.01%	131
2015 Q4	$36K	Hold	470	–	–	0.01%	131
2015 Q3	$39K	Buy	470 +223	+90%	+$19.8K	0.02%	133
2015 Q2	$22K	Hold	247	–	–	0.01%	169
2015 Q1	$22K	Buy	+247	New	+$21.9K	0.01%	170

Other funds holding NVS

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

American National Bank & Trust's NVS Position: Q2 2026 in Review

American National Bank & Trust held its Novartis (NVS) position steady in Q2 2026 at 1,786 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #206.

American National Bank & Trust first reported a position in NVS in Q1 2015 and has held it in 38 quarters since. The position peaked at $484K in Q2 2025. 652 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

American National Bank & Trust held 1,786 shares of Novartis worth $280K as of Q2 2026.
American National Bank & Trust left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of American National Bank & Trust's portfolio in Q2 2026, its #206 holding.
American National Bank & Trust first reported a position in Novartis in Q1 2015 and has held it in 38 quarters since.
American National Bank & Trust's Novartis position peaked at $484K in Q2 2025.
652 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.