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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
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

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

Equitable Trust's NVS Position: Q2 2026 in Review

Equitable Trust increased its Novartis (NVS) stake by 37% in Q2 2026, buying an estimated $1.09M and bringing the position to 26,861 shares worth $4.21M. The position accounts for 0.18% of the portfolio, ranked #108.

Equitable Trust first reported a position in NVS in Q3 2024 and has held it in 7 quarters since. 1,619 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Equitable Trust held 26,861 shares of Novartis worth $4.21M as of Q2 2026.
  • Equitable Trust bought 7,253 Novartis shares in Q2 2026, an estimated $1.09M.
  • Novartis made up 0.18% of Equitable Trust's portfolio in Q2 2026, its #108 holding.
  • Equitable Trust first reported a position in Novartis in Q3 2024 and has held it in 7 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.