Community Bank’s Novartis NVS Stock Holding History

Community Bank’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	$291K	Hold	1,906	–	–	0.03%	187
2025 Q4	$263K	Hold	1,906	–	–	0.03%	194
2025 Q3	$244K	Buy	1,906 +278	+17%	+$33.9K	0.03%	202
2025 Q2	$197K	Hold	1,628	–	–	0.03%	206
2025 Q1	$181K	Hold	1,628	–	–	0.02%	212
2024 Q4	$158K	Hold	1,628	–	–	0.02%	215
2024 Q3	$187K	Hold	1,628	–	–	0.02%	213
2024 Q2	$173K	Hold	1,628	–	–	0.02%	216
2024 Q1	$157K	Hold	1,628	–	–	0.02%	220
2023 Q4	$164K	Sell	1,628 -1,000	-38%	-$96.5K	0.02%	220
2023 Q3	$268K	Hold	2,628	–	–	0.04%	195
2023 Q2	$265K	Sell	2,628 -2,000	-43%	-$200K	0.04%	199
2023 Q1	$426K	Sell	4,628 -405	-8%	-$35.4K	0.06%	174
2022 Q4	$457K	Sell	5,033 -155	-3%	-$13.1K	0.06%	170
2022 Q3	$394K	Buy	5,188 +155	+3%	+$12.8K	0.06%	174
2022 Q2	$425K	Sell	5,033 -500	-9%	-$43.9K	0.06%	173
2022 Q1	$486K	Sell	5,533 -1,625	-23%	-$141K	0.06%	179
2021 Q4	$626K	Sell	7,158 -200	-3%	-$16.6K	0.07%	170
2021 Q3	$602K	Sell	7,358 -648	-8%	-$58.3K	0.07%	170
2021 Q2	$730K	Hold	8,006	–	–	0.09%	172
2021 Q1	$685K	Sell	8,006 -1,620	-17%	-$145K	0.09%	173
2020 Q4	$909K	Sell	9,626 -2,320	-19%	-$203K	0.12%	135
2020 Q3	$1.04M	Sell	11,946 -4,413	-27%	-$382K	0.16%	120
2020 Q2	$1.43M	Buy	16,359 +5,881	+56%	+$508K	0.24%	91
2020 Q1	$864K	Sell	10,478 -1,730	-14%	-$154K	0.19%	105
2019 Q4	$1.16M	Sell	12,208 -1,180	-9%	-$106K	0.2%	97
2019 Q3	$1.16M	Sell	13,388 -1,350	-9%	-$121K	0.22%	97
2019 Q2	$1.35M	Sell	14,738 -3,580	-20%	-$303K	0.26%	89
2019 Q1	$1.58M	Sell	18,318 -4,604	-20%	-$370K	0.32%	77
2018 Q4	$1.76M	Sell	22,922 -1,227	-5%	-$95.5K	0.39%	67
2018 Q3	$1.86M	Sell	24,149 -1,897	-7%	-$140K	0.37%	71
2018 Q2	$1.76M	Sell	26,046 -224	-0.9%	-$15.5K	0.33%	77
2018 Q1	$1.9M	Sell	26,270 -2,678	-9%	-$204K	0.36%	73
2017 Q4	$2.18M	Sell	28,948 -1,633	-5%	-$123K	0.23%	119
2017 Q3	$2.35M	Sell	30,581 -1,506	-5%	-$114K	0.26%	102
2017 Q2	$2.4M	Sell	32,087 -1,767	-5%	-$125K	0.26%	110
2017 Q1	$2.25M	Sell	33,854 -2,818	-8%	-$188K	0.47%	57
2016 Q4	$2.39M	Sell	36,672 -553	-1%	-$35.9K	0.52%	55
2016 Q3	$2.63M	Sell	37,225 -1,841	-5%	-$134K	0.6%	50
2016 Q2	$2.89M	Sell	39,066 -892	-2%	-$61.6K	0.68%	42
2016 Q1	$2.59M	Sell	39,958 -112	-0.3%	-$7.62K	0.63%	47
2015 Q4	$3.09M	Sell	40,070 -71	-0.2%	-$5.64K	0.75%	40
2015 Q3	$3.31M	Sell	40,141 -363	-0.9%	-$32.3K	0.85%	34
2015 Q2	$3.57M	Sell	40,504 -1,032	-2%	-$94.7K	0.85%	35
2015 Q1	$3.67M	Sell	41,536 -921	-2%	-$81.7K	0.85%	32
2014 Q4	$3.52M	Buy	+42,457	New	+$3.52M	0.8%	35

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Community Bank's NVS Position: Q1 2026 in Review

Community Bank held its Novartis (NVS) position steady in Q1 2026 at 1,906 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #187.

Community Bank first reported a position in NVS in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.67M in Q1 2015. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Community Bank held 1,906 shares of Novartis worth $291K as of Q1 2026.
Community Bank left its Novartis share count unchanged in Q1 2026.
Novartis made up 0.03% of Community Bank's portfolio in Q1 2026, its #187 holding.
Community Bank first reported a position in Novartis in Q4 2014 and has held it in 46 quarters since.
Community Bank's Novartis position peaked at $3.67M in Q1 2015.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.