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Cetera Trust Company’s Novartis NVS Stock Holding History

Cetera Trust Company’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
Q1 		$512K Sell
3,352
-100
-3% -$15.3K 0.29% 67
2025
Q4 		$476K Sell
3,452
-100
-3% -$13.1K 0.25% 73
2025
Q3 		$456K Sell
3,552
-175
-5% -$21.4K 0.26% 71
2025
Q2 		$451K Buy
3,727
+100
+3% +$11.3K 0.27% 71
2025
Q1 		$404K Hold
3,627
– – 0.26% 65
2024
Q4 		$353K Sell
3,627
-60
-2% -$6.4K 0.23% 80
2024
Q3 		$424K Hold
3,687
– – 0.26% 70
2024
Q2 		$393K Hold
3,687
– – 0.25% 65
2024
Q1 		$357K Sell
3,687
-200
-5% -$20.5K 0.21% 76
2023
Q4 		$392K Buy
+3,887
New +$375K 0.24% 68

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cetera Trust Company's NVS Position: Q1 2026 in Review

Cetera Trust Company reduced its Novartis (NVS) stake by 2.9% in Q1 2026, selling an estimated $15.3K and leaving 3,352 shares worth $512K. The position accounts for 0.29% of the portfolio, ranked #67.

Cetera Trust Company first reported a position in NVS in Q4 2023 and has held it in 10 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Cetera Trust Company held 3,352 shares of Novartis worth $512K as of Q1 2026.
  • Cetera Trust Company sold 100 Novartis shares in Q1 2026, an estimated $15.3K.
  • Novartis made up 0.29% of Cetera Trust Company's portfolio in Q1 2026, its #67 holding.
  • Cetera Trust Company first reported a position in Novartis in Q4 2023 and has held it in 10 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.