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Chicago Trust’s Novartis NVS Stock Holding History

Chicago Trust’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 		$1.3M Sell
8,320
-95
-1% -$14.2K 0.19% 111
2026
Q1 		$1.29M Buy
8,415
+201
+2% +$30.8K 0.21% 101
2025
Q4 		$1.13M Sell
8,214
-366
-4% -$47.9K 0.18% 105
2025
Q3 		$1.1M Buy
8,580
+709
+9% +$86.5K 0.15% 125
2025
Q2 		$952K Buy
7,871
+2,877
+58% +$324K 0.13% 143
2025
Q1 		$557K Buy
4,994
+707
+16% +$75.3K 0.1% 184
2024
Q4 		$417K Sell
4,287
-17
-0.4% -$1.81K 0.07% 224
2024
Q3 		$495K Buy
4,304
+361
+9% +$41K 0.09% 210
2024
Q2 		$420K Buy
+3,943
New +$396K 0.09% 197

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Chicago Trust's NVS Position: Q2 2026 in Review

Chicago Trust reduced its Novartis (NVS) stake by 1.1% in Q2 2026, selling an estimated $14.2K and leaving 8,320 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #111.

Chicago Trust first reported a position in NVS in Q2 2024 and has held it in 9 quarters since. 328 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Chicago Trust held 8,320 shares of Novartis worth $1.3M as of Q2 2026.
  • Chicago Trust sold 95 Novartis shares in Q2 2026, an estimated $14.2K.
  • Novartis made up 0.19% of Chicago Trust's portfolio in Q2 2026, its #111 holding.
  • Chicago Trust first reported a position in Novartis in Q2 2024 and has held it in 9 quarters since.
  • 328 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.