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Essex Savings Bank’s Novartis NVS Stock Holding History

Essex Savings 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 		$752K Sell
4,797
-17
-0.4% -$2.55K 0.16% 130
2026
Q1 		$735K Buy
4,814
+2
+0% +$307 0.16% 122
2025
Q4 		$663K Buy
4,812
+201
+4% +$26.3K 0.14% 139
2025
Q3 		$591K Hold
4,611
– – 0.13% 143
2025
Q2 		$558K Buy
4,611
+85
+2% +$9.58K 0.13% 144
2025
Q1 		$505K Buy
4,526
+591
+15% +$62.9K 0.12% 150
2024
Q4 		$383K Buy
3,935
+72
+2% +$7.68K 0.09% 178
2024
Q3 		$444K Buy
3,863
+1,200
+45% +$136K 0.11% 162
2024
Q2 		$284K Sell
2,663
-611
-19% -$61.3K 0.08% 203
2024
Q1 		$331K Hold
3,274
– – 0.1% 180
2023
Q4 		$331K Buy
3,274
+719
+28% +$69.4K 0.1% 179
2023
Q3 		$260K Hold
2,555
– – 0.09% 184
2023
Q2 		$258K Sell
2,555
-64
-2% -$6.4K 0.09% 192
2023
Q1 		$241K Buy
2,619
+14
+0.5% +$1.22K 0.08% 198
2022
Q4 		$236K Sell
2,605
-354
-12% -$29.8K 0.08% 201
2022
Q3 		$224K Buy
2,959
+380
+15% +$31.5K 0.09% 188
2022
Q2 		$218K Sell
2,579
-2
-0.1% -$175 0.08% 193
2022
Q1 		$227K Sell
2,581
-33
-1% -$2.86K 0.08% 205
2021
Q4 		$228K Sell
2,614
-8
-0.3% -$664 0.08% 199
2021
Q3 		$242K Sell
2,622
-27
-1% -$2.43K 0.09% 186
2021
Q2 		$234K Hold
2,649
– – 0.09% 193
2021
Q1 		$227K Sell
2,649
-151
-5% -$13.6K 0.1% 178
2020
Q4 		$264K Sell
2,800
-178
-6% -$15.6K 0.12% 160
2020
Q3 		$259K Hold
2,978
– – 0.13% 158
2020
Q2 		$261K Sell
2,978
-1,224
-29% -$106K 0.16% 141
2020
Q1 		$347K Sell
4,202
-176
-4% -$15.7K 0.25% 106
2019
Q4 		$415K Hold
4,378
– – 0.21% 110
2019
Q3 		$381K Sell
4,378
-1,254
-22% -$113K 0.2% 108
2019
Q2 		$514K Buy
5,632
+851
+18% +$72K 0.18% 115
2019
Q1 		$412K Buy
4,781
+662
+16% +$53.1K 0.23% 91
2018
Q4 		$317K Buy
+4,119
New +$321K 0.2% 95

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Essex Savings Bank's NVS Position: Q2 2026 in Review

Essex Savings Bank reduced its Novartis (NVS) stake by 0.35% in Q2 2026, selling an estimated $2.55K and leaving 4,797 shares worth $752K. The position accounts for 0.16% of the portfolio, ranked #130.

Essex Savings Bank first reported a position in NVS in Q4 2018 and has held it in 31 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Essex Savings Bank held 4,797 shares of Novartis worth $752K as of Q2 2026.
  • Essex Savings Bank sold 17 Novartis shares in Q2 2026, an estimated $2.55K.
  • Novartis made up 0.16% of Essex Savings Bank's portfolio in Q2 2026, its #130 holding.
  • Essex Savings Bank first reported a position in Novartis in Q4 2018 and has held it in 31 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.