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Dakota Community Bank & Trust’s Novartis NVS Stock Holding History

Dakota Community 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 		$326K Sell
2,081
-9
-0.4% -$1.35K 1.01% 27
2026
Q1 		$319K Sell
2,090
-53
-2% -$8.12K 1.08% 29
2025
Q4 		$295K Buy
2,143
+63
+3% +$8.25K 1.01% 32
2025
Q3 		$267K Sell
2,080
-177
-8% -$21.6K 1.05% 33
2025
Q2 		$273K Sell
2,257
-104
-4% -$11.7K 1.23% 27
2025
Q1 		$263K Buy
2,361
+119
+5% +$12.7K 1.27% 29
2024
Q4 		$218K Hold
2,242
– – 1.04% 38
2024
Q3 		$258K Sell
2,242
-25
-1% -$2.84K 1.3% 35
2024
Q2 		$241K Buy
2,267
+58
+3% +$5.82K 1.3% 31
2024
Q1 		$214K Buy
2,209
+95
+4% +$9.74K 1.16% 36
2023
Q4 		$213K Buy
2,114
+45
+2% +$4.34K 1.2% 31
2023
Q3 		$211K Sell
2,069
-24
-1% -$2.44K 1.34% 25
2023
Q2 		$211K Sell
2,093
-132
-6% -$13.2K 1.25% 29
2023
Q1 		$205K Sell
2,225
-105
-5% -$9.17K 1.27% 29
2022
Q4 		$211K Sell
2,330
-145
-6% -$12.2K 1.2% 26
2022
Q3 		$188K Buy
+2,475
New +$205K 1.3% 29

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Dakota Community Bank & Trust reduced its Novartis (NVS) stake by 0.43% in Q2 2026, selling an estimated $1.35K and leaving 2,081 shares worth $326K. The position accounts for 1.01% of the portfolio, ranked #27.

Dakota Community Bank & Trust first reported a position in NVS in Q3 2022 and has held it in 16 quarters since. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Dakota Community Bank & Trust held 2,081 shares of Novartis worth $326K as of Q2 2026.
  • Dakota Community Bank & Trust sold 9 Novartis shares in Q2 2026, an estimated $1.35K.
  • Novartis made up 1.01% of Dakota Community Bank & Trust's portfolio in Q2 2026, its #27 holding.
  • Dakota Community Bank & Trust first reported a position in Novartis in Q3 2022 and has held it in 16 quarters since.
  • 786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2026, filed 15 Jul 2026.