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Crews Bank & Trust’s Novartis NVS Stock Holding History

Crews 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
Q2 		$123K Hold
786
– – 0.02% 272
2026
Q1 		$120K Hold
786
– – 0.02% 265
2025
Q4 		$108K Hold
786
– – 0.02% 274
2025
Q3 		$101K Buy
786
+41
+6% +$5K 0.01% 279
2025
Q2 		$90.2K Hold
745
– – 0.01% 291
2025
Q1 		$83.1K Hold
745
– – 0.01% 293
2024
Q4 		$72.5K Buy
+745
New +$79.4K 0.01% 310

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crews Bank & Trust's NVS Position: Q2 2026 in Review

Crews Bank & Trust held its Novartis (NVS) position steady in Q2 2026 at 786 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #272.

Crews Bank & Trust first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Crews Bank & Trust held 786 shares of Novartis worth $123K as of Q2 2026.
  • Crews Bank & Trust left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #272 holding.
  • Crews Bank & Trust first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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