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Blue Trust Inc’s Novartis NVS Stock Holding History

Blue Trust Inc’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 		$1.52M Sell
9,700
-253
-3% -$37.9K 0.02% 221
2026
Q1 		$1.52M Buy
9,953
+4,343
+77% +$666K 0.02% 225
2025
Q4 		$774K Buy
5,610
+847
+18% +$111K 0.01% 342
2025
Q3 		$611K Buy
4,763
+78
+2% +$9.52K 0.01% 424
2025
Q2 		$567K Sell
4,685
-2,154
-31% -$243K 0.01% 410
2025
Q1 		$762K Sell
6,839
-247
-3% -$26.3K 0.01% 305
2024
Q4 		$689K Sell
7,086
-4,046
-36% -$431K 0.01% 295
2024
Q3 		$1.19M Buy
11,132
+6,839
+159% +$776K 0.02% 237
2024
Q2 		$415K Buy
4,293
+2,113
+97% +$212K 0.01% 439
2024
Q1 		$211K Sell
2,180
-381
-15% -$39.1K ﹤0.01% 479
2023
Q4 		$261K Buy
2,561
+34
+1% +$3.28K ﹤0.01% 374
2023
Q3 		$255K Buy
2,527
+773
+44% +$78.5K ﹤0.01% 375
2023
Q2 		$161K Sell
1,754
-1,082
-38% -$108K ﹤0.01% 401
2023
Q1 		$258K Sell
2,836
-338
-11% -$29.5K ﹤0.01% 462
2022
Q4 		$241K Buy
3,174
+627
+25% +$52.8K ﹤0.01% 401
2022
Q3 		$216K Buy
2,547
+303
+14% +$25.1K ﹤0.01% 340
2022
Q2 		$197K Buy
+2,244
New +$197K ﹤0.01% 323

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 $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Trust Inc's NVS Position: Q2 2026 in Review

Blue Trust Inc reduced its Novartis (NVS) stake by 2.5% in Q2 2026, selling an estimated $37.9K and leaving 9,700 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #221.

Blue Trust Inc first reported a position in NVS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.52M in Q1 2026. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Blue Trust Inc held 9,700 shares of Novartis worth $1.52M as of Q2 2026.
  • Blue Trust Inc sold 253 Novartis shares in Q2 2026, an estimated $37.9K.
  • Novartis made up 0.02% of Blue Trust Inc's portfolio in Q2 2026, its #221 holding.
  • Blue Trust Inc first reported a position in Novartis in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Novartis position peaked at $1.52M in Q1 2026.
  • 1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.