FineMark National Bank & Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.36M | Sell |
9,844
-1,200
| -11% | -$157K | 0.04% | 205 |
|
|
2025
Q3 | $1.42M | Sell |
11,044
-1,482
| -12% | -$181K | 0.05% | 193 |
|
|
2025
Q2 | $1.52M | Sell |
12,526
-1,138
| -8% | -$128K | 0.05% | 184 |
|
|
2025
Q1 | $1.52M | Sell |
13,664
-211
| -2% | -$22.5K | 0.06% | 174 |
|
|
2024
Q4 | $1.35M | Sell |
13,875
-930
| -6% | -$99.2K | 0.05% | 177 |
|
|
2024
Q3 | $1.7M | Buy |
14,805
+33
| +0.2% | +$3.74K | 0.06% | 162 |
|
|
2024
Q2 | $1.57M | Sell |
14,772
-1,376
| -9% | -$138K | 0.06% | 157 |
|
|
2024
Q1 | $1.56M | Buy |
16,148
+1,596
| +11% | +$164K | 0.06% | 168 |
|
|
2023
Q4 | $1.47M | Sell |
14,552
-597
| -4% | -$57.6K | 0.06% | 174 |
|
|
2023
Q3 | $1.54M | Sell |
15,149
-710
| -4% | -$72.1K | 0.07% | 156 |
|
|
2023
Q2 | $1.6M | Sell |
15,859
-70
| -0.4% | -$7K | 0.07% | 160 |
|
|
2023
Q1 | $1.47M | Sell |
15,929
-2,723
| -15% | -$238K | 0.06% | 162 |
|
|
2022
Q4 | $1.69M | Sell |
18,652
-605
| -3% | -$51K | 0.08% | 152 |
|
|
2022
Q3 | $1.46M | Sell |
19,257
-658
| -3% | -$54.5K | 0.07% | 159 |
|
|
2022
Q2 | $1.68M | Sell |
19,915
-1,249
| -6% | -$110K | 0.07% | 164 |
|
|
2022
Q1 | $1.86M | Sell |
21,164
-1,435
| -6% | -$124K | 0.07% | 163 |
|
|
2021
Q4 | $1.98M | Sell |
22,599
-1,728
| -7% | -$143K | 0.07% | 154 |
|
|
2021
Q3 | $1.99M | Sell |
24,327
-2,547
| -9% | -$229K | 0.08% | 145 |
|
|
2021
Q2 | $2.45M | Sell |
26,874
-5,965
| -18% | -$531K | 0.1% | 135 |
|
|
2021
Q1 | $2.81M | Sell |
32,839
-13,295
| -29% | -$1.19M | 0.12% | 128 |
|
|
2020
Q4 | $4.36M | Sell |
46,134
-100,207
| -68% | -$8.76M | 0.19% | 96 |
|
|
2020
Q3 | $12.7M | Buy |
146,341
+1,180
| +0.8% | +$102K | 0.62% | 37 |
|
|
2020
Q2 | $12.7M | Buy |
145,161
+5,495
| +4% | +$474K | 0.7% | 31 |
|
|
2020
Q1 | $11.5M | Buy |
139,666
+2,460
| +2% | +$219K | 0.72% | 30 |
|
|
2019
Q4 | $13M | Buy |
137,206
+5,178
| +4% | +$465K | 0.65% | 36 |
|
|
2019
Q3 | $11.5M | Buy |
132,028
+1,780
| +1% | +$160K | 0.61% | 39 |
|
|
2019
Q2 | $11.9M | Sell |
130,248
-5,600
| -4% | -$474K | 0.66% | 34 |
|
|
2019
Q1 | $11.7M | Buy |
135,848
+1,903
| +1% | +$153K | 0.68% | 34 |
|
|
2018
Q4 | $10.3M | Buy |
133,945
+4,938
| +4% | +$384K | 0.7% | 31 |
|
|
2018
Q3 | $9.96M | Buy |
+129,007
| New | +$9.54M | 0.61% | 37 |
|
|
2015
Q4 | – | Sell |
-35,474
| Closed | -$2.92M | – | 1440 |
|
|
2015
Q3 | $2.92M | Sell |
35,474
-1,471
| -4% | -$131K | 0.39% | 72 |
|
|
2015
Q2 | $3.25M | Sell |
36,945
-534
| -1% | -$49K | 0.43% | 68 |
|
|
2015
Q1 | $3.31M | Buy |
37,479
+5,271
| +16% | +$468K | 0.45% | 65 |
|
|
2014
Q4 | $2.67M | Buy |
32,208
+2,058
| +7% | +$171K | 0.39% | 71 |
|
|
2014
Q3 | $2.54M | Buy |
30,150
+882
| +3% | +$71.4K | 0.41% | 66 |
|
|
2014
Q2 | $2.37M | Buy |
29,268
+1,898
| +7% | +$149K | 0.4% | 66 |
|
|
2014
Q1 | $2.08M | Buy |
27,370
+3,591
| +15% | +$262K | 0.39% | 61 |
|
|
2013
Q4 | $1.71M | Buy |
23,779
+6,291
| +36% | +$437K | 0.35% | 77 |
|
|
2013
Q3 | $1.2M | Buy |
17,488
+3,101
| +22% | +$205K | 0.3% | 90 |
|
|
2013
Q2 | $911K | Buy |
+14,387
| New | +$936K | 0.27% | 79 |
|
Other funds holding NVS
FineMark National Bank & Trust's NVS Position: Q4 2025 in Review
FineMark National Bank & Trust reduced its Novartis (NVS) stake by 11% in Q4 2025, selling an estimated $157K and leaving 9,844 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #205.
FineMark National Bank & Trust first reported a position in NVS in Q2 2013 and has held it in 40 quarters since. The position peaked at $13M in Q4 2019. 1,509 funds tracked by Wall St. Rank hold NVS as of Q4 2025.
- FineMark National Bank & Trust held 9,844 shares of Novartis worth $1.36M as of Q4 2025.
- FineMark National Bank & Trust sold 1,200 Novartis shares in Q4 2025, an estimated $157K.
- Novartis made up 0.04% of FineMark National Bank & Trust's portfolio in Q4 2025, its #205 holding.
- FineMark National Bank & Trust first reported a position in Novartis in Q2 2013 and has held it in 40 quarters since.
- FineMark National Bank & Trust's Novartis position peaked at $13M in Q4 2019.
- 1,509 funds tracked by Wall St. Rank held Novartis as of Q4 2025.
Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.