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Berkshire Bank’s Novartis NVS Stock Holding History

Berkshire 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 		$482K Buy
3,076
+17
+0.6% +$2.55K 0.09% 110
2026
Q1 		$467K Buy
3,059
+385
+14% +$59K 0.1% 106
2025
Q4 		$369K Hold
2,674
– – 0.07% 121
2025
Q3 		$343K Sell
2,674
-439
-14% -$53.6K 0.07% 123
2025
Q2 		$377K Sell
3,113
-349
-10% -$39.3K 0.09% 118
2025
Q1 		$386K Sell
3,462
-164
-5% -$17.5K 0.09% 112
2024
Q4 		$353K Sell
3,626
-596
-14% -$63.6K 0.08% 116
2024
Q3 		$486K Sell
4,222
-193
-4% -$21.9K 0.11% 104
2024
Q2 		$470K Sell
4,415
-470
-10% -$47.2K 0.12% 99
2024
Q1 		$473K Buy
4,885
+402
+9% +$41.2K 0.12% 102
2023
Q4 		$453K Sell
4,483
-471
-10% -$45.5K 0.12% 101
2023
Q3 		$505K Sell
4,954
-120
-2% -$12.2K 0.15% 91
2023
Q2 		$512K Buy
5,074
+88
+2% +$8.8K 0.14% 94
2023
Q1 		$459K Sell
4,986
-1,523
-23% -$133K 0.14% 92
2022
Q4 		$590K Sell
6,509
-4,736
-42% -$399K 0.18% 85
2022
Q3 		$855K Sell
11,245
-635
-5% -$52.6K 0.26% 69
2022
Q2 		$1M Sell
11,880
-158
-1% -$13.9K 0.29% 63
2022
Q1 		$1.06M Sell
12,038
-1,241
-9% -$107K 0.25% 70
2021
Q4 		$1.16M Sell
13,279
-3,853
-22% -$320K 0.26% 66
2021
Q3 		$1.4M Sell
17,132
-1,259
-7% -$113K 0.34% 58
2021
Q2 		$1.68M Sell
18,391
-8,764
-32% -$780K 0.41% 55
2021
Q1 		$2.32M Sell
27,155
-818
-3% -$73.4K 0.58% 44
2020
Q4 		$2.64M Buy
27,973
+267
+1% +$23.3K 0.66% 41
2020
Q3 		$2.41M Buy
+27,706
New +$2.4M 0.64% 41

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Berkshire Bank's NVS Position: Q2 2026 in Review

Berkshire Bank increased its Novartis (NVS) stake by 0.56% in Q2 2026, buying an estimated $2.55K and bringing the position to 3,076 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #110.

Berkshire Bank first reported a position in NVS in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q4 2020. 761 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Berkshire Bank held 3,076 shares of Novartis worth $482K as of Q2 2026.
  • Berkshire Bank bought 17 Novartis shares in Q2 2026, an estimated $2.55K.
  • Novartis made up 0.09% of Berkshire Bank's portfolio in Q2 2026, its #110 holding.
  • Berkshire Bank first reported a position in Novartis in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's Novartis position peaked at $2.64M in Q4 2020.
  • 761 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.