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Enterprise Financial Services Corp (EFSC)’s Novartis NVS Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 		$322K Sell
2,109
-214
-9% -$32.8K 0.16% 106
2025
Q4 		$320K Sell
2,323
-44
-2% -$5.76K 0.16% 104
2025
Q3 		$304K Sell
2,367
-62
-3% -$7.57K 0.16% 106
2025
Q2 		$294K Buy
2,429
+207
+9% +$23.3K 0.16% 115
2025
Q1 		$248K Sell
2,222
-794
-26% -$84.5K 0.15% 125
2024
Q4 		$293K Buy
3,016
+160
+6% +$17.1K 0.16% 111
2024
Q3 		$328K Sell
2,856
-60
-2% -$6.81K 0.19% 106
2024
Q2 		$310K Sell
2,916
-348
-11% -$34.9K 0.19% 108
2024
Q1 		$316K Sell
3,264
-52
-2% -$5.33K 0.19% 111
2023
Q4 		$335K Buy
3,316
+182
+6% +$17.6K 0.2% 110
2023
Q3 		$319K Buy
3,134
+35
+1% +$3.55K 0.22% 97
2023
Q2 		$313K Sell
3,099
-75
-2% -$7.5K 0.2% 105
2023
Q1 		$292K Buy
3,174
+155
+5% +$13.5K 0.19% 113
2022
Q4 		$274K Sell
3,019
-37
-1% -$3.12K 0.19% 115
2022
Q3 		$232K Sell
3,056
-58
-2% -$4.81K 0.17% 121
2022
Q2 		$263K Buy
3,114
+161
+5% +$14.1K 0.05% 224
2022
Q1 		$259K Buy
2,953
+228
+8% +$19.7K 0.04% 241
2021
Q4 		$238K Sell
2,725
-513
-16% -$42.6K 0.04% 259
2021
Q3 		$265K Buy
3,238
+521
+19% +$46.9K 0.03% 262
2021
Q2 		$247K Sell
2,717
-432
-14% -$38.5K 0.04% 202
2021
Q1 		$269K Buy
3,149
+97
+3% +$8.71K 0.05% 196
2020
Q4 		$288K Sell
3,052
-2
-0.1% -$175 0.05% 181
2020
Q3 		$266K Sell
3,054
-279
-8% -$24.2K 0.06% 179
2020
Q2 		$291K Buy
3,333
+649
+24% +$56K 0.06% 160
2020
Q1 		$221K Sell
2,684
-653
-20% -$58.3K 0.06% 183
2019
Q4 		$316K Buy
3,337
+587
+21% +$52.7K 0.07% 169
2019
Q3 		$239K Hold
2,750
– – 0.05% 195
2019
Q2 		$251K Sell
2,750
-267
-9% -$22.6K 0.05% 196
2019
Q1 		$260K Buy
3,017
+138
+5% +$11.1K 0.06% 194
2018
Q4 		$221K Hold
2,879
– – 0.14% 116
2018
Q3 		$222K Sell
2,879
-172
-6% -$12.7K 0.12% 128
2018
Q2 		$207K Sell
3,051
-12
-0.4% -$828 0.11% 134
2018
Q1 		$222K Buy
3,063
+185
+6% +$14.1K 0.11% 134
2017
Q4 		$217K Hold
2,878
– – 0.11% 136
2017
Q3 		$221K Hold
2,878
– – 0.11% 131
2017
Q2 		$215K Buy
2,878
+47
+2% +$3.33K 0.11% 139
2017
Q1 		$188K Sell
2,831
-197
-7% -$13.1K 0.09% 149
2016
Q4 		$198K Buy
3,028
+5
+0.2% +$324 0.1% 142
2016
Q3 		$214K Buy
3,023
+68
+2% +$4.96K 0.12% 126
2016
Q2 		$218K Sell
2,955
-99
-3% -$6.84K 0.13% 118
2016
Q1 		$198K Sell
3,054
-16
-0.5% -$1.09K 0.12% 122
2015
Q4 		$237K Buy
3,070
+90
+3% +$7.15K 0.14% 112
2015
Q3 		$245K Buy
2,980
+95
+3% +$8.46K 0.16% 110
2015
Q2 		$254K Hold
2,885
– – 0.15% 112
2015
Q1 		$255K Sell
2,885
-4
-0.1% -$355 0.15% 116
2014
Q4 		$240K Sell
2,889
-11
-0.4% -$912 0.15% 119
2014
Q3 		$245K Hold
2,900
– – 0.16% 115
2014
Q2 		$235K Hold
2,900
– – 0.14% 119
2014
Q1 		$221K Hold
2,900
– – 0.14% 118
2013
Q4 		$209K Hold
2,900
– – 0.12% 122
2013
Q3 		$199K Hold
2,900
– – 0.13% 120
2013
Q2 		$184K Buy
+2,900
New +$189K 0.13% 117

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

Enterprise Financial Services Corp (EFSC)'s NVS Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) reduced its Novartis (NVS) stake by 9.2% in Q1 2026, selling an estimated $32.8K and leaving 2,109 shares worth $322K. The position accounts for 0.16% of the portfolio, ranked #106.

Enterprise Financial Services Corp (EFSC) first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $335K in Q4 2023. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Enterprise Financial Services Corp (EFSC) held 2,109 shares of Novartis worth $322K as of Q1 2026.
  • Enterprise Financial Services Corp (EFSC) sold 214 Novartis shares in Q1 2026, an estimated $32.8K.
  • Novartis made up 0.16% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #106 holding.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
  • Enterprise Financial Services Corp (EFSC)'s Novartis position peaked at $335K in Q4 2023.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.