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Bangor Savings Bank’s Novartis NVS Stock Holding History

Bangor Savings 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 		$901K Sell
5,752
-419
-7% -$62.8K 0.07% 115
2026
Q1 		$943K Sell
6,171
-474
-7% -$72.7K 0.08% 103
2025
Q4 		$916K Sell
6,645
-256
-4% -$33.5K 0.07% 111
2025
Q3 		$885K Sell
6,901
-677
-9% -$82.6K 0.07% 118
2025
Q2 		$917K Buy
7,578
+197
+3% +$22.2K 0.08% 109
2025
Q1 		$823K Sell
7,381
-1,097
-13% -$117K 0.08% 117
2024
Q4 		$825K Sell
8,478
-20
-0.2% -$2.13K 0.08% 124
2024
Q3 		$977K Sell
8,498
-305
-3% -$34.6K 0.09% 112
2024
Q2 		$937K Buy
8,803
+206
+2% +$20.7K 0.09% 115
2024
Q1 		$832K Sell
8,597
-86
-1% -$8.82K 0.09% 129
2023
Q4 		$877K Buy
8,683
+513
+6% +$49.5K 0.1% 118
2023
Q3 		$832K Buy
8,170
+247
+3% +$25.1K 0.1% 119
2023
Q2 		$800K Buy
7,923
+475
+6% +$47.5K 0.09% 125
2023
Q1 		$685K Sell
7,448
-908
-11% -$79.3K 0.08% 131
2022
Q4 		$758K Sell
8,356
-2,890
-26% -$243K 0.09% 125
2022
Q3 		$855K Buy
11,246
+178
+2% +$14.8K 0.1% 121
2022
Q2 		$936K Buy
11,068
+785
+8% +$68.9K 0.1% 121
2022
Q1 		$902K Buy
+10,283
New +$890K 0.09% 110
2019
Q4 		– Sell
-2,437
Closed -$212K – 186
2019
Q3 		$212K Buy
+2,437
New +$219K 0.04% 176

Other funds holding NVS

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Bangor Savings Bank's NVS Position: Q2 2026 in Review

Bangor Savings Bank reduced its Novartis (NVS) stake by 6.8% in Q2 2026, selling an estimated $62.8K and leaving 5,752 shares worth $901K. The position accounts for 0.07% of the portfolio, ranked #115.

Bangor Savings Bank first reported a position in NVS in Q3 2019 and has held it in 19 quarters since. The position peaked at $977K in Q3 2024. 264 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Bangor Savings Bank held 5,752 shares of Novartis worth $901K as of Q2 2026.
  • Bangor Savings Bank sold 419 Novartis shares in Q2 2026, an estimated $62.8K.
  • Novartis made up 0.07% of Bangor Savings Bank's portfolio in Q2 2026, its #115 holding.
  • Bangor Savings Bank first reported a position in Novartis in Q3 2019 and has held it in 19 quarters since.
  • Bangor Savings Bank's Novartis position peaked at $977K in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.