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 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%	-$19.9K	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 $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Nebraska Trust's NVS Position: Q1 2026 in Review

First Nebraska Trust reduced its Novartis (NVS) stake by 4% in Q1 2026, selling an estimated $11.5K and leaving 1,812 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #194.

First Nebraska Trust first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

First Nebraska Trust held 1,812 shares of Novartis worth $277K as of Q1 2026.
First Nebraska Trust sold 75 Novartis shares in Q1 2026, an estimated $11.5K.
Novartis made up 0.03% of First Nebraska Trust's portfolio in Q1 2026, its #194 holding.
First Nebraska Trust first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.