Citizens National Bank Trust Department’s Novartis NVS Stock Holding History

Citizens National Bank Trust Department’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	$145K	Hold	925	–	–	0.02%	203
2026 Q1	$141K	Hold	925	–	–	0.02%	201
2025 Q4	$128K	Hold	925	–	–	0.02%	198
2025 Q3	$119K	Hold	925	–	–	0.02%	198
2025 Q2	$112K	Hold	925	–	–	0.02%	194
2025 Q1	$103K	Hold	925	–	–	0.02%	196
2024 Q4	$90K	Hold	925	–	–	0.02%	199
2024 Q3	$106K	Hold	925	–	–	0.02%	184
2024 Q2	$98.5K	Hold	925	–	–	0.02%	185
2024 Q1	$89.5K	Hold	925	–	–	0.02%	195
2023 Q4	$93.4K	Hold	925	–	–	0.02%	180
2023 Q3	$94.2K	Hold	925	–	–	0.03%	175
2023 Q2	$93.3K	Hold	925	–	–	0.02%	178
2023 Q1	$85.1K	Hold	925	–	–	0.02%	179
2022 Q4	$84K	Hold	925	–	–	0.02%	179
2022 Q3	$70K	Hold	925	–	–	0.02%	181
2022 Q2	$78K	Hold	925	–	–	0.02%	179
2022 Q1	$81K	Hold	925	–	–	0.03%	167
2021 Q4	$81K	Buy	+925	New	+$76.8K	0.03%	167

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Citizens National Bank Trust Department's NVS Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Novartis (NVS) position steady in Q2 2026 at 925 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #203.

Citizens National Bank Trust Department first reported a position in NVS in Q4 2021 and has held it in 19 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Citizens National Bank Trust Department held 925 shares of Novartis worth $145K as of Q2 2026.
Citizens National Bank Trust Department left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #203 holding.
Citizens National Bank Trust Department first reported a position in Novartis in Q4 2021 and has held it in 19 quarters since.
1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.