Arlington Trust’s Novartis NVS Stock Holding History

Arlington 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	$45.1K	Hold	288	–	–	﹤0.01%	285
2026 Q1	$44K	Buy	288 +109	+61%	+$16.7K	﹤0.01%	235
2025 Q4	$24.7K	Buy	+179	New	+$23.4K	﹤0.01%	241
2025 Q3	–	Sell	-5	Closed	-$605	–	658
2025 Q2	$605	Buy	+5	New	+$564	﹤0.01%	629
2024 Q1	–	Sell	-20	Closed	-$2.02K	–	763
2023 Q4	$2.02K	Sell	20 -29,006	-100%	-$2.8M	﹤0.01%	630
2023 Q3	$2.96M	Buy	+29,026	New	+$2.95M	1.21%	16

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

Arlington Trust's NVS Position: Q2 2026 in Review

Arlington Trust held its Novartis (NVS) position steady in Q2 2026 at 288 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Arlington Trust first reported a position in NVS in Q3 2023 and has held it in 6 quarters since. The position peaked at $2.96M in Q3 2023. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Arlington Trust held 288 shares of Novartis worth $45.1K as of Q2 2026.
Arlington Trust left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #285 holding.
Arlington Trust first reported a position in Novartis in Q3 2023 and has held it in 6 quarters since.
Arlington Trust's Novartis position peaked at $2.96M in Q3 2023.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.