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 Q3	$3.72M	Sell	26,092 -769	-3%	-$117K	0.16%	109
2026 Q2	$4.21M	Buy	26,861 +7,253	+37%	+$1.09M	0.18%	108
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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Equitable Trust's NVS Position: Q3 2026 in Review

Equitable Trust reduced its Novartis (NVS) stake by 2.9% in Q3 2026, selling an estimated $117K and leaving 26,092 shares worth $3.72M. The position accounts for 0.16% of the portfolio, ranked #109.

Equitable Trust first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.21M in Q2 2026. 265 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Equitable Trust held 26,092 shares of Novartis worth $3.72M as of Q3 2026.
Equitable Trust sold 769 Novartis shares in Q3 2026, an estimated $117K.
Novartis made up 0.16% of Equitable Trust's portfolio in Q3 2026, its #109 holding.
Equitable Trust first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
Equitable Trust's Novartis position peaked at $4.21M in Q2 2026.
265 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.