First National Trust’s Novartis NVS Stock Holding History

First National 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	$218K	Buy	+1,393	New	+$209K	0.01%	361
2015 Q4	–	Sell	-2,691	Closed	-$222K	–	307
2015 Q3	$222K	Sell	2,691 -230	-8%	-$20.5K	0.04%	265
2015 Q2	$258K	Buy	2,921 +39	+1%	+$3.58K	0.04%	251
2015 Q1	$255K	Buy	2,882 +216	+8%	+$19.2K	0.04%	238
2014 Q4	$221K	Sell	2,666 -226	-8%	-$18.7K	0.04%	228
2014 Q3	$244K	Sell	2,892 -713	-20%	-$57.7K	0.05%	226
2014 Q2	$293K	Buy	+3,605	New	+$284K	0.06%	212

Other funds holding NVS

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

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First National Trust's NVS Position: Q2 2026 in Review

First National Trust opened a new position in Novartis (NVS) in Q2 2026: 1,393 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: First National Trust previously reported a position in NVS as recently as Q3 2015.

First National Trust first reported a position in NVS in Q2 2014 and has held it in 7 quarters since. The position peaked at $293K in Q2 2014. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

First National Trust held 1,393 shares of Novartis worth $218K as of Q2 2026.
Novartis was a new First National Trust position in Q2 2026.
Novartis made up 0.01% of First National Trust's portfolio in Q2 2026, its #361 holding.
First National Trust first reported a position in Novartis in Q2 2014 and has held it in 7 quarters since.
First National Trust's Novartis position peaked at $293K in Q2 2014.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.