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Arvest Bank Trust Division’s Novartis NVS Stock Holding History

Arvest Bank Trust Division’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
Q1 		$943K Buy
6,176
+454
+8% +$69.6K 0.05% 137
2025
Q4 		$789K Sell
5,722
-235
-4% -$30.8K 0.04% 137
2025
Q3 		$764K Sell
5,957
-260
-4% -$31.7K 0.04% 137
2025
Q2 		$752K Sell
6,217
-15,425
-71% -$1.74M 0.04% 126
2025
Q1 		$2.41M Sell
21,642
-737
-3% -$78.5K 0.15% 75
2024
Q4 		$2.18M Sell
22,379
-867
-4% -$92.5K 0.13% 85
2024
Q3 		$2.67M Buy
+23,246
New +$2.64M 0.15% 74
2021
Q3 		$915K Buy
11,185
+2,202
+25% +$198K 0.05% 95
2021
Q2 		$820K Buy
8,983
+707
+9% +$63K 0.05% 97
2021
Q1 		$707K Buy
8,276
+1,553
+23% +$139K 0.04% 98
2020
Q4 		$635K Buy
6,723
+1,516
+29% +$132K 0.04% 84
2020
Q3 		$453K Buy
5,207
+2,723
+110% +$236K 0.03% 84
2020
Q2 		$217K Buy
+2,484
New +$214K 0.02% 116

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arvest Bank Trust Division's NVS Position: Q1 2026 in Review

Arvest Bank Trust Division increased its Novartis (NVS) stake by 7.9% in Q1 2026, buying an estimated $69.6K and bringing the position to 6,176 shares worth $943K. The position accounts for 0.05% of the portfolio, ranked #137.

Arvest Bank Trust Division first reported a position in NVS in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.67M in Q3 2024. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Arvest Bank Trust Division held 6,176 shares of Novartis worth $943K as of Q1 2026.
  • Arvest Bank Trust Division bought 454 Novartis shares in Q1 2026, an estimated $69.6K.
  • Novartis made up 0.05% of Arvest Bank Trust Division's portfolio in Q1 2026, its #137 holding.
  • Arvest Bank Trust Division first reported a position in Novartis in Q2 2020 and has held it in 13 quarters since.
  • Arvest Bank Trust Division's Novartis position peaked at $2.67M in Q3 2024.
  • 1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Arvest Bank Trust Division's 13F filing for Q1 2026, filed 13 May 2026.