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AMG National Trust Bank’s Novartis NVS Stock Holding History

AMG National Trust Bank’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 		$3.76M Sell
24,015
-51
-0.2% -$7.65K 0.08% 131
2026
Q1 		$3.68M Buy
24,066
+1,176
+5% +$180K 0.08% 154
2025
Q4 		$3.16M Buy
22,890
+134
+0.6% +$17.5K 0.07% 152
2025
Q3 		$2.92M Hold
22,756
– – 0.07% 162
2025
Q2 		$2.75M Sell
22,756
-100
-0.4% -$11.3K 0.07% 153
2025
Q1 		$2.55M Buy
22,856
+200
+0.9% +$21.3K 0.07% 165
2024
Q4 		$2.21M Sell
22,656
-335
-1% -$35.7K 0.06% 177
2024
Q3 		$2.64M Sell
22,991
-6,496
-22% -$737K 0.07% 172
2024
Q2 		$3.14M Sell
29,487
-335
-1% -$33.6K 0.08% 155
2024
Q1 		$2.88M Hold
29,822
– – 0.08% 156
2023
Q4 		$3.01M Sell
29,822
-100
-0.3% -$9.65K 0.09% 140
2023
Q3 		$3.05M Sell
29,922
-301
-1% -$30.6K 0.11% 127
2023
Q2 		$3.05M Sell
30,223
-1,576
-5% -$158K 0.1% 131
2023
Q1 		$2.93M Sell
31,799
-216
-0.7% -$18.9K 0.1% 130
2022
Q4 		$2.9M Hold
32,015
– – 0.11% 125
2022
Q3 		$2.43M Sell
32,015
-17
-0.1% -$1.41K 0.09% 145
2022
Q2 		$2.71M Sell
32,032
-34,072
-52% -$2.99M 0.1% 132
2022
Q1 		$5.8M Buy
66,104
+115
+0.2% +$9.96K 0.18% 74
2021
Q4 		$5.77M Sell
65,989
-835
-1% -$69.3K 0.17% 76
2021
Q3 		$5.46M Buy
66,824
+495
+0.7% +$44.5K 0.18% 77
2021
Q2 		$6.05M Buy
66,329
+17,468
+36% +$1.56M 0.19% 72
2021
Q1 		$4.18M Buy
48,861
+97
+0.2% +$8.71K 0.14% 95
2020
Q4 		$4.61M Buy
48,764
+16,869
+53% +$1.47M 0.16% 84
2020
Q3 		$2.77M Hold
31,895
– – 0.11% 127
2020
Q2 		$2.79M Buy
31,895
+1,256
+4% +$108K 0.12% 119
2020
Q1 		$2.53M Sell
30,639
-3,777
-11% -$337K 0.19% 71
2019
Q4 		$3.26M Buy
34,416
+1,000
+3% +$89.7K 0.18% 67
2019
Q3 		$2.9M Sell
33,416
-11
-0% -$988 0.17% 67
2019
Q2 		$3.05M Buy
33,427
+2,718
+9% +$230K 0.18% 70
2019
Q1 		$2.65M Buy
30,709
+12
+0% +$963 0.16% 73
2018
Q4 		$2.36M Sell
30,697
-30,578
-50% -$2.38M 0.16% 76
2018
Q3 		$4.73M Hold
61,275
– – 0.28% 52
2018
Q2 		$4.15M Buy
61,275
+21,066
+52% +$1.45M 0.26% 53
2018
Q1 		$2.91M Sell
40,209
-52,398
-57% -$3.99M 0.19% 72
2017
Q4 		$6.97M Hold
92,607
– – 0.45% 35
2017
Q3 		$7.12M Sell
92,607
-8,956
-9% -$676K 0.49% 31
2017
Q2 		$7.6M Sell
101,563
-40,526
-29% -$2.87M 0.55% 31
2017
Q1 		$9.46M Hold
142,089
– – 0.73% 25
2016
Q4 		$9.27M Sell
142,089
-12,425
-8% -$806K 0.76% 25
2016
Q3 		$10.9M Sell
154,514
-10,412
-6% -$759K 0.93% 22
2016
Q2 		$12.2M Buy
164,926
+131,484
+393% +$9.08M 1.09% 20
2016
Q1 		$2.17M Hold
33,442
– – 0.2% 70
2015
Q4 		$2.58M Hold
33,442
– – 0.23% 63
2015
Q3 		$2.75M Sell
33,442
-508
-1% -$45.2K 0.26% 57
2015
Q2 		$2.99M Buy
33,950
+22,072
+186% +$2.02M 0.27% 55
2015
Q1 		$1.05M Hold
11,878
– – 0.1% 118
2014
Q4 		$986K Buy
+11,878
New +$985K 0.1% 125

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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

AMG National Trust Bank reduced its Novartis (NVS) stake by 0.21% in Q2 2026, selling an estimated $7.65K and leaving 24,015 shares worth $3.76M. The position accounts for 0.08% of the portfolio, ranked #131.

AMG National Trust Bank first reported a position in NVS in Q4 2014 and has held it in 47 quarters since. The position peaked at $12.2M in Q2 2016. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • AMG National Trust Bank held 24,015 shares of Novartis worth $3.76M as of Q2 2026.
  • AMG National Trust Bank sold 51 Novartis shares in Q2 2026, an estimated $7.65K.
  • Novartis made up 0.08% of AMG National Trust Bank's portfolio in Q2 2026, its #131 holding.
  • AMG National Trust Bank first reported a position in Novartis in Q4 2014 and has held it in 47 quarters since.
  • AMG National Trust Bank's Novartis position peaked at $12.2M in Q2 2016.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.