American Trust’s Novartis NVS Stock Holding History

American 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	$273K	Buy	1,745 +423	+32%	+$63.4K	0.02%	260
2026 Q1	$202K	Buy	+1,322	New	+$203K	0.02%	305

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Trust's NVS Position: Q2 2026 in Review

American Trust increased its Novartis (NVS) stake by 32% in Q2 2026, buying an estimated $63.4K and bringing the position to 1,745 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #260.

American Trust first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

American Trust held 1,745 shares of Novartis worth $273K as of Q2 2026.
American Trust bought 423 Novartis shares in Q2 2026, an estimated $63.4K.
Novartis made up 0.02% of American Trust's portfolio in Q2 2026, its #260 holding.
American Trust first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.