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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

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

Eastern Bank's NVS Position: Q2 2026 in Review

Eastern Bank reduced its Novartis (NVS) stake by 19% in Q2 2026, selling an estimated $241K and leaving 6,744 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #202.

Eastern Bank first reported a position in NVS in Q1 2014 and has held it in 16 quarters since. The position peaked at $19.8M in Q3 2024. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Eastern Bank held 6,744 shares of Novartis worth $1.06M as of Q2 2026.
  • Eastern Bank sold 1,609 Novartis shares in Q2 2026, an estimated $241K.
  • Novartis made up 0.02% of Eastern Bank's portfolio in Q2 2026, its #202 holding.
  • Eastern Bank first reported a position in Novartis in Q1 2014 and has held it in 16 quarters since.
  • Eastern Bank's Novartis position peaked at $19.8M in Q3 2024.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.