First Hawaiian Bank’s Novartis NVS Stock Holding History

First Hawaiian 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
2025 Q1	–	Sell	-20,219	Closed	-$1.97M	–	536
2024 Q4	$1.97M	Sell	20,219 -577	-3%	-$61.5K	0.06%	229
2024 Q3	$2.39M	Sell	20,796 -933	-4%	-$106K	0.08%	191
2024 Q2	$2.31M	Sell	21,729 -823	-4%	-$82.6K	0.08%	187
2024 Q1	$2.18M	Buy	22,552 +458	+2%	+$47K	0.07%	226
2023 Q4	$2.23M	Sell	22,094 -5,041	-19%	-$487K	0.07%	207
2023 Q3	$2.76M	Buy	27,135 +54	+0.2%	+$5.48K	0.09%	156
2023 Q2	$2.73M	Sell	27,081 -6,762	-20%	-$676K	0.09%	164
2023 Q1	$3.11M	Sell	33,843 -1,254	-4%	-$110K	0.11%	138
2022 Q4	$3.18M	Sell	35,097 -557	-2%	-$46.9K	0.11%	121
2022 Q3	$2.71M	Sell	35,654 -3,836	-10%	-$318K	0.11%	138
2022 Q2	$3.34M	Sell	39,490 -7,463	-16%	-$655K	0.12%	115
2022 Q1	$4.12M	Sell	46,953 -957	-2%	-$82.9K	0.13%	104
2021 Q4	$4.19M	Buy	47,910 +38,650	+417%	+$3.21M	0.12%	110
2021 Q3	$758K	Sell	9,260 -1,548	-14%	-$139K	0.03%	373
2021 Q2	$986K	Buy	10,808 +149	+1%	+$13.3K	0.04%	295
2021 Q1	$912K	Buy	10,659 +351	+3%	+$31.5K	0.04%	325
2020 Q4	$973K	Sell	10,308 -82	-0.8%	-$7.17K	0.04%	285
2020 Q3	$903K	Sell	10,390 -388	-4%	-$33.6K	0.05%	278
2020 Q2	$942K	Buy	10,778 +1,811	+20%	+$156K	0.05%	265
2020 Q1	$739K	Buy	8,967 +1,858	+26%	+$166K	0.04%	279
2019 Q4	$674K	Buy	7,109 +113	+2%	+$10.1K	0.03%	367
2019 Q3	$608K	Sell	6,996 -2,491	-26%	-$224K	0.03%	387
2019 Q2	$867K	Sell	9,487 -4,084	-30%	-$346K	0.05%	284
2019 Q1	$1.17M	Sell	13,571 -525	-4%	-$42.1K	0.06%	231
2018 Q4	$1.08M	Buy	14,096 +2,108	+18%	+$164K	0.07%	212
2018 Q3	$926K	Buy	+11,988	New	+$886K	0.05%	284
2013 Q3	–	Sell	-1,528	Closed	-$97K	–	404
2013 Q2	$97K	Buy	+1,528	New	+$99.4K	0.02%	229

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Hawaiian Bank's NVS Position: Q1 2025 in Review

First Hawaiian Bank sold out of Novartis (NVS) in Q1 2025, closing a stake of 20,219 shares — an estimated $1.97M sold.

First Hawaiian Bank first reported a position in NVS in Q2 2013 and held it in 27 quarters. The position peaked at $4.19M in Q4 2021. 1,358 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

First Hawaiian Bank reported no remaining Novartis position as of Q1 2025 after selling out during the quarter.
First Hawaiian Bank sold 20,219 Novartis shares in Q1 2025, an estimated $1.97M.
First Hawaiian Bank first reported a position in Novartis in Q2 2013 and held it in 27 quarters.
First Hawaiian Bank's Novartis position peaked at $4.19M in Q4 2021.
1,358 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on First Hawaiian Bank's 13F filing for Q1 2025, filed 3 Apr 2025.