First National Bank of Omaha’s Novartis NVS Stock Holding History

First National Bank of Omaha’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	$3.52M	Sell	22,319 -10,352	-32%	-$1.55M	0.1%	193
2026 Q1	$4.91M	Sell	32,671 -18,860	-37%	-$2.89M	0.15%	150
2025 Q4	$7.15M	Buy	+51,531	New	+$6.75M	0.21%	117
2022 Q2	–	Sell	-2,927	Closed	-$257K	–	342
2022 Q1	$257K	Sell	2,927 -3,732	-56%	-$323K	0.01%	318
2021 Q4	$582K	Sell	6,659 -1,254	-16%	-$104K	0.03%	273
2021 Q3	$647K	Sell	7,913 -41,412	-84%	-$3.73M	0.03%	262
2021 Q2	$4.22M	Hold	49,325	–	–	0.22%	137
2021 Q1	$4.22M	Sell	49,325 -61,885	-56%	-$5.55M	0.22%	137
2020 Q4	$10.5M	Sell	111,210 -20,602	-16%	-$1.8M	0.57%	52
2020 Q3	$11.5M	Sell	131,812 -2,291	-2%	-$198K	0.72%	35
2020 Q2	$11.7M	Buy	134,103 +677	+0.5%	+$58.4K	0.78%	30
2020 Q1	$11M	Sell	133,426 -3,788	-3%	-$338K	0.86%	26
2019 Q4	$13M	Buy	137,214 +1,756	+1%	+$158K	0.79%	29
2019 Q3	$11.8M	Sell	135,458 -597	-0.4%	-$53.6K	0.76%	30
2019 Q2	$12.4M	Sell	136,055 -8,811	-6%	-$746K	0.81%	27
2019 Q1	$12.5M	Buy	144,866 +13,179	+10%	+$1.06M	0.85%	26
2018 Q4	$10.1M	Sell	131,687 -1,167	-0.9%	-$90.8K	0.77%	30
2018 Q3	$10.3M	Buy	132,854 +100	+0.1%	+$7.39K	0.58%	41
2018 Q2	$8.99M	Sell	132,754 -561	-0.4%	-$38.7K	0.53%	48
2018 Q1	$9.66M	Buy	133,315 +21,197	+19%	+$1.61M	0.58%	44
2017 Q4	$8.44M	Buy	112,118 +864	+0.8%	+$65.2K	0.49%	56
2017 Q3	$8.56M	Buy	111,254 +4,956	+5%	+$374K	0.52%	54
2017 Q2	$7.95M	Sell	106,298 -2,439	-2%	-$173K	0.5%	59
2017 Q1	$7.24M	Sell	108,737 -16,406	-13%	-$1.09M	0.44%	68
2016 Q4	$8.17M	Sell	125,143 -5,238	-4%	-$340K	0.51%	59
2016 Q3	$9.22M	Sell	130,381 -3,575	-3%	-$261K	0.68%	38
2016 Q2	$9.9M	Buy	133,956 +222	+0.2%	+$15.3K	0.73%	37
2016 Q1	$8.68M	Buy	133,734 +3,779	+3%	+$257K	0.65%	44
2015 Q4	$10K	Buy	129,955 +26,075	+25%	+$2.07M	0.71%	35
2015 Q3	$8.56K	Sell	103,880 -2,147	-2%	-$191K	0.64%	46
2015 Q2	$9.67K	Hold	106,027	–	–	0.67%	40
2015 Q1	$9.67K	Sell	106,027 -2,394	-2%	-$212K	0.67%	40
2014 Q4	$9M	Sell	108,421 -16,226	-13%	-$1.34M	0.63%	42
2014 Q3	$10.5M	Sell	124,647 -11,181	-8%	-$905K	0.77%	28
2014 Q2	$11M	Sell	135,828 -9,108	-6%	-$716K	0.78%	27
2014 Q1	$11M	Sell	144,936 -18,251	-11%	-$1.33M	0.81%	27
2013 Q4	$11.8M	Buy	163,187 +385	+0.2%	+$26.8K	0.9%	24
2013 Q3	$11.2M	Sell	162,802 -22,804	-12%	-$1.51M	0.97%	20
2013 Q2	$11.8K	Buy	+185,606	New	+$12.1M	1%	20

Other funds holding NVS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

First National Bank of Omaha's NVS Position: Q2 2026 in Review

First National Bank of Omaha reduced its Novartis (NVS) stake by 32% in Q2 2026, selling an estimated $1.55M and leaving 22,319 shares worth $3.52M. The position accounts for 0.1% of the portfolio, ranked #193.

First National Bank of Omaha first reported a position in NVS in Q2 2013 and has held it in 39 quarters since. The position peaked at $13M in Q4 2019. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

First National Bank of Omaha held 22,319 shares of Novartis worth $3.52M as of Q2 2026.
First National Bank of Omaha sold 10,352 Novartis shares in Q2 2026, an estimated $1.55M.
Novartis made up 0.1% of First National Bank of Omaha's portfolio in Q2 2026, its #193 holding.
First National Bank of Omaha first reported a position in Novartis in Q2 2013 and has held it in 39 quarters since.
First National Bank of Omaha's Novartis position peaked at $13M in Q4 2019.
1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.