Eastern Bank’s Novartis NVS Stock Holding History

Eastern 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 Q2	$1.06M	Sell	6,744 -1,609	-19%	-$241K	0.02%	202
2026 Q1	$1.28M	Sell	8,353 -301	-3%	-$46.1K	0.02%	194
2025 Q4	$1.19M	Buy	8,654 +78	+0.9%	+$10.2K	0.02%	186
2025 Q3	$1.1M	Sell	8,576 -978	-10%	-$119K	0.02%	185
2025 Q2	$1.16M	Sell	9,554 -1,818	-16%	-$205K	0.02%	182
2025 Q1	$1.27M	Sell	11,372 -81,194	-88%	-$8.64M	0.02%	192
2024 Q4	$9.01M	Sell	92,566 -79,381	-46%	-$8.46M	0.17%	108
2024 Q3	$19.8M	Buy	+171,947	New	+$19.5M	0.35%	81
2016 Q1	–	Sell	-2,748	Closed	-$212K	–	210
2015 Q4	$212K	Sell	2,748 -3	-0.1%	-$238	0.02%	191
2015 Q3	$227K	Hold	2,751	–	–	0.02%	186
2015 Q2	$243K	Sell	2,751 -40	-1%	-$3.67K	0.02%	189
2015 Q1	$247K	Buy	2,791 +143	+5%	+$12.7K	0.02%	193
2014 Q4	$220K	Hold	2,648	–	–	0.02%	200
2014 Q3	$224K	Sell	2,648 -50	-2%	-$4.04K	0.02%	197
2014 Q2	$220K	Sell	2,698 -2,081	-44%	-$164K	0.02%	207
2014 Q1	$365K	Buy	+4,779	New	+$348K	0.03%	154

Other funds holding NVS

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

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return