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Equitable Trust’s Novartis NVS Stock Holding History

Equitable 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
Q1 		$3M Buy
19,608
+17,417
+795% +$2.67M 0.14% 126
2025
Q4 		$302K Buy
2,191
+200
+10% +$26.2K 0.01% 391
2025
Q3 		$255K Hold
1,991
– – 0.01% 407
2025
Q2 		$241K Hold
1,991
– – 0.01% 410
2025
Q1 		$222K Buy
+1,991
New +$212K 0.01% 443
2024
Q4 		– Sell
-1,991
Closed -$229K – 486
2024
Q3 		$229K Buy
+1,991
New +$226K 0.01% 421

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

Equitable Trust's NVS Position: Q1 2026 in Review

Equitable Trust increased its Novartis (NVS) stake by 795% in Q1 2026, buying an estimated $2.67M and bringing the position to 19,608 shares worth $3M. The position accounts for 0.14% of the portfolio, ranked #126.

Equitable Trust first reported a position in NVS in Q3 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Equitable Trust held 19,608 shares of Novartis worth $3M as of Q1 2026.
  • Equitable Trust bought 17,417 Novartis shares in Q1 2026, an estimated $2.67M.
  • Novartis made up 0.14% of Equitable Trust's portfolio in Q1 2026, its #126 holding.
  • Equitable Trust first reported a position in Novartis in Q3 2024 and has held it in 6 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.