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First United Bank & Trust’s Novartis NVS Stock Holding History

First United Bank & 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 		$27.4K Hold
175
– – 0.01% 286
2026
Q1 		$26.7K Hold
175
– – 0.01% 279
2025
Q4 		$24.1K Hold
175
– – 0.01% 279
2025
Q3 		$22.4K Sell
175
-25
-13% -$3.05K 0.01% 285
2025
Q2 		$24.2K Hold
200
– – 0.01% 268
2025
Q1 		$22.3K Hold
200
– – 0.01% 275
2024
Q4 		$19.5K Hold
200
– – 0.01% 287
2024
Q3 		$23K Sell
200
-30
-13% -$3.4K 0.01% 271
2024
Q2 		$24.5K Sell
230
-184
-44% -$18.5K 0.01% 279
2024
Q1 		$40K Hold
414
– – 0.01% 256
2023
Q4 		$41.8K Buy
+414
New +$40K 0.02% 249

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First United Bank & Trust's NVS Position: Q2 2026 in Review

First United Bank & Trust held its Novartis (NVS) position steady in Q2 2026 at 175 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #286.

First United Bank & Trust first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.8K in Q4 2023. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • First United Bank & Trust held 175 shares of Novartis worth $27.4K as of Q2 2026.
  • First United Bank & Trust left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #286 holding.
  • First United Bank & Trust first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
  • First United Bank & Trust's Novartis position peaked at $41.8K in Q4 2023.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.