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First Citizens Bank & Trust’s Novartis NVS Stock Holding History

First Citizens Bank & 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 		$863K Sell
5,507
-273
-5% -$40.9K 0.01% 344
2026
Q1 		$883K Buy
5,780
+414
+8% +$63.5K 0.02% 318
2025
Q4 		$740K Buy
5,366
+2,228
+71% +$292K 0.02% 358
2025
Q3 		$402K Sell
3,138
-42
-1% -$5.13K 0.01% 478
2025
Q2 		$385K Buy
3,180
+151
+5% +$17K 0.01% 491
2025
Q1 		$338K Buy
3,029
+345
+13% +$36.7K 0.01% 364
2024
Q4 		$261K Buy
2,684
+706
+36% +$75.3K ﹤0.01% 409
2024
Q3 		$228K Sell
1,978
-200
-9% -$22.7K 0.01% 427
2024
Q2 		$232K Sell
2,178
-65
-3% -$6.53K ﹤0.01% 406
2024
Q1 		$217K Buy
+2,243
New +$230K ﹤0.01% 413
2023
Q2 		– Sell
-2,862
Closed -$263K – 360
2023
Q1 		$263K Sell
2,862
-255
-8% -$22.3K 0.01% 288
2022
Q4 		$283K Buy
3,117
+23
+0.7% +$1.94K 0.01% 277
2022
Q3 		$235K Buy
3,094
+386
+14% +$32K 0.01% 282
2022
Q2 		$229K Buy
+2,708
New +$238K 0.01% 349

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

First Citizens Bank & Trust's NVS Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Novartis (NVS) stake by 4.7% in Q2 2026, selling an estimated $40.9K and leaving 5,507 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #344.

First Citizens Bank & Trust first reported a position in NVS in Q2 2022 and has held it in 14 quarters since. The position peaked at $883K in Q1 2026. 412 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • First Citizens Bank & Trust held 5,507 shares of Novartis worth $863K as of Q2 2026.
  • First Citizens Bank & Trust sold 273 Novartis shares in Q2 2026, an estimated $40.9K.
  • Novartis made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #344 holding.
  • First Citizens Bank & Trust first reported a position in Novartis in Q2 2022 and has held it in 14 quarters since.
  • First Citizens Bank & Trust's Novartis position peaked at $883K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.