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Central Pacific Bank - Trust Division’s Novartis NVS Stock Holding History

Central Pacific 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
Q2 		– Sell
-2,350
Closed -$359K – 912
2026
Q1 		$359K Sell
2,350
-725
-24% -$111K 0.05% 341
2025
Q4 		$424K Sell
3,075
-100
-3% -$13.1K 0.05% 309
2025
Q3 		$407K Sell
3,175
-425
-12% -$51.9K 0.05% 319
2025
Q2 		$436K Sell
3,600
-200
-5% -$22.5K 0.06% 300
2025
Q1 		$424K Sell
3,800
-300
-7% -$31.9K 0.06% 296
2024
Q4 		$399K Sell
4,100
-50
-1% -$5.33K 0.05% 313
2024
Q3 		$477K Sell
4,150
-50
-1% -$5.67K 0.06% 292
2024
Q2 		$447K Hold
4,200
– – 0.05% 336
2024
Q1 		$403K Buy
+4,200
New +$431K 0.05% 395

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Central Pacific Bank - Trust Division's NVS Position: Q2 2026 in Review

Central Pacific Bank - Trust Division sold out of Novartis (NVS) in Q2 2026, closing a stake of 2,350 shares — an estimated $359K sold.

Central Pacific Bank - Trust Division first reported a position in NVS in Q1 2024 and held it in 9 quarters. The position peaked at $477K in Q3 2024. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Central Pacific Bank - Trust Division reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
  • Central Pacific Bank - Trust Division sold 2,350 Novartis shares in Q2 2026, an estimated $359K.
  • Central Pacific Bank - Trust Division first reported a position in Novartis in Q1 2024 and held it in 9 quarters.
  • Central Pacific Bank - Trust Division's Novartis position peaked at $477K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.