BankPlus Trust Department’s Novartis NVS Stock Holding History

BankPlus Trust Department’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
2025 Q2	–	Sell	-43	Closed	-$4.79K	–	471
2025 Q1	$4.79K	Buy	+43	New	+$4.58K	﹤0.01%	399

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BankPlus Trust Department's NVS Position: Q2 2025 in Review

BankPlus Trust Department sold out of Novartis (NVS) in Q2 2025, closing a stake of 43 shares — an estimated $4.79K sold.

BankPlus Trust Department first reported a position in NVS in Q1 2025 and held it in 1 quarter. The position peaked at $4.79K in Q1 2025. 1,383 funds tracked by Wall St. Rank hold NVS as of Q2 2025.

BankPlus Trust Department reported no remaining Novartis position as of Q2 2025 after selling out during the quarter.
BankPlus Trust Department sold 43 Novartis shares in Q2 2025, an estimated $4.79K.
BankPlus Trust Department first reported a position in Novartis in Q1 2025 and held it in 1 quarter.
BankPlus Trust Department's Novartis position peaked at $4.79K in Q1 2025.
1,383 funds tracked by Wall St. Rank held Novartis as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.