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CoreFirst Bank & Trust’s Novartis NVS Stock Holding History

CoreFirst Bank & 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
Q1 		$533K Buy
3,490
+40
+1% +$6.13K 0.28% 67
2025
Q4 		$476K Sell
3,450
-10
-0.3% -$1.31K 0.26% 76
2025
Q3 		$444K Buy
3,460
+30
+0.9% +$3.66K 0.24% 79
2025
Q2 		$415K Buy
3,430
+420
+14% +$47.3K 0.23% 79
2025
Q1 		$336K Buy
3,010
+700
+30% +$74.5K 0.22% 89
2024
Q4 		$225K Buy
2,310
+120
+5% +$12.8K 0.13% 111
2024
Q3 		$252K Sell
2,190
-9
-0.4% -$1.02K 0.15% 110
2024
Q2 		$234K Hold
2,199
– – 0.16% 112
2024
Q1 		$213K Sell
2,199
-124
-5% -$12.7K 0.13% 122
2023
Q4 		$235K Hold
2,323
– – 0.16% 111
2023
Q3 		$237K Sell
2,323
-7
-0.3% -$711 0.17% 109
2023
Q2 		$235K Hold
2,330
– – 0.17% 114
2023
Q1 		$214K Hold
2,330
– – 0.16% 126
2022
Q4 		$211K Hold
2,330
– – 0.16% 129
2022
Q3 		$177K Hold
2,330
– – 0.15% 131
2022
Q2 		$197K Buy
2,330
+100
+4% +$8.77K 0.16% 128
2022
Q1 		$196K Hold
2,230
– – 0.13% 136
2021
Q4 		$195K Sell
2,230
-500
-18% -$41.5K 0.13% 138
2021
Q3 		$223K Buy
2,730
+595
+28% +$53.5K 0.15% 125
2021
Q2 		$195K Hold
2,135
– – 0.13% 138
2021
Q1 		$183K Hold
2,135
– – 0.13% 143
2020
Q4 		$201K Buy
+2,135
New +$187K 0.15% 126

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

CoreFirst Bank & Trust's NVS Position: Q1 2026 in Review

CoreFirst Bank & Trust increased its Novartis (NVS) stake by 1.2% in Q1 2026, buying an estimated $6.13K and bringing the position to 3,490 shares worth $533K. The position accounts for 0.28% of the portfolio, ranked #67.

CoreFirst Bank & Trust first reported a position in NVS in Q4 2020 and has held it in 22 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • CoreFirst Bank & Trust held 3,490 shares of Novartis worth $533K as of Q1 2026.
  • CoreFirst Bank & Trust bought 40 Novartis shares in Q1 2026, an estimated $6.13K.
  • Novartis made up 0.28% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #67 holding.
  • CoreFirst Bank & Trust first reported a position in Novartis in Q4 2020 and has held it in 22 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.