First Nebraska Trust’s Novartis NVS Stock Holding History

First Nebraska 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 Q3	$258K	Hold	1,812	–	–	0.02%	206
2026 Q2	$284K	Hold	1,812	–	–	0.02%	203
2026 Q1	$277K	Sell	1,812 -75	-4%	-$11.5K	0.03%	194
2025 Q4	$260K	Hold	1,887	–	–	0.02%	190
2025 Q3	$242K	Hold	1,887	–	–	0.02%	185
2025 Q2	$228K	Sell	1,887 -177	-9%	-$20K	0.02%	186
2025 Q1	$230K	Hold	2,064	–	–	0.02%	183
2024 Q4	$201K	Hold	2,064	–	–	0.02%	190
2024 Q3	$237K	Hold	2,064	–	–	0.02%	184
2024 Q2	$220K	Sell	2,064 -10	-0.5%	-$1K	0.02%	188
2024 Q1	$201K	Hold	2,074	–	–	0.02%	188
2023 Q4	$209K	Hold	2,074	–	–	0.02%	177
2023 Q3	$211K	Hold	2,074	–	–	0.03%	169
2023 Q2	$209K	Buy	+2,074	New	+$207K	0.03%	169

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

First Nebraska Trust's NVS Position: Q3 2026 in Review

First Nebraska Trust held its Novartis (NVS) position steady in Q3 2026 at 1,812 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #206.

First Nebraska Trust first reported a position in NVS in Q2 2023 and has held it in 14 quarters since. The position peaked at $284K in Q2 2026. 1,075 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

First Nebraska Trust held 1,812 shares of Novartis worth $258K as of Q3 2026.
First Nebraska Trust left its Novartis share count unchanged in Q3 2026.
Novartis made up 0.02% of First Nebraska Trust's portfolio in Q3 2026, its #206 holding.
First Nebraska Trust first reported a position in Novartis in Q2 2023 and has held it in 14 quarters since.
First Nebraska Trust's Novartis position peaked at $284K in Q2 2026.
1,075 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on First Nebraska Trust's 13F filing for Q3 2026, filed 30 Oct 2026.