FB
NVS icon

Fulton Bank’s Novartis NVS Stock Holding History

Fulton Bank’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 		$890K Sell
5,679
-155
-3% -$23.2K 0.03% 349
2026
Q1 		$891K Sell
5,834
-765
-12% -$117K 0.03% 330
2025
Q4 		$910K Buy
6,599
+1,213
+23% +$159K 0.03% 317
2025
Q3 		$691K Buy
5,386
+898
+20% +$110K 0.02% 369
2025
Q2 		$543K Sell
4,488
-1,947
-30% -$219K 0.02% 415
2025
Q1 		$717K Sell
6,435
-1,342
-17% -$143K 0.03% 335
2024
Q4 		$757K Buy
7,777
+1,281
+20% +$137K 0.03% 323
2024
Q3 		$747K Buy
6,496
+267
+4% +$30.3K 0.03% 325
2024
Q2 		$663K Sell
6,229
-857
-12% -$86K 0.03% 333
2024
Q1 		$685K Sell
7,086
-1,269
-15% -$130K 0.03% 329
2023
Q4 		$844K Buy
8,355
+804
+11% +$77.6K 0.04% 279
2023
Q3 		$769K Buy
7,551
+1,016
+16% +$103K 0.04% 276
2023
Q2 		$659K Buy
6,535
+424
+7% +$42.4K 0.03% 302
2023
Q1 		$562K Sell
6,111
-876
-13% -$76.5K 0.03% 313
2022
Q4 		$634K Sell
6,987
-360
-5% -$30.3K 0.04% 282
2022
Q3 		$559K Sell
7,347
-3,661
-33% -$303K 0.03% 281
2022
Q2 		$931K Buy
11,008
+1,633
+17% +$143K 0.05% 228
2022
Q1 		$822K Sell
9,375
-550
-6% -$47.6K 0.04% 259
2021
Q4 		$868K Sell
9,925
-4,257
-30% -$353K 0.04% 259
2021
Q3 		$1.16M Sell
14,182
-1,728
-11% -$155K 0.05% 214
2021
Q2 		$1.45M Buy
15,910
+2,437
+18% +$217K 0.07% 185
2021
Q1 		$1.15M Buy
13,473
+3,160
+31% +$284K 0.06% 206
2020
Q4 		$974K Buy
10,313
+1,068
+12% +$93.3K 0.05% 214
2020
Q3 		$804K Sell
9,245
-1,488
-14% -$129K 0.05% 222
2020
Q2 		$937K Buy
10,733
+4,814
+81% +$416K 0.06% 200
2020
Q1 		$488K Buy
5,919
+2,733
+86% +$244K 0.04% 238
2019
Q4 		$302K Buy
3,186
+270
+9% +$24.2K 0.02% 338
2019
Q3 		$254K Buy
2,916
+623
+27% +$55.9K 0.02% 359
2019
Q2 		$210K Sell
2,293
-2,582
-53% -$219K 0.01% 398
2019
Q1 		$420K Sell
4,875
-771
-14% -$61.9K 0.03% 273
2018
Q4 		$434K Buy
5,646
+1,685
+43% +$131K 0.03% 260
2018
Q3 		$306K Sell
3,961
-506
-11% -$37.4K 0.02% 364
2018
Q2 		$302K Buy
+4,467
New +$308K 0.02% 366
2017
Q3 		– Sell
-12,652
Closed -$946K – 439
2017
Q2 		$946K Sell
12,652
-12,901
-50% -$914K 0.07% 173
2017
Q1 		$1.7M Buy
25,553
+303
+1% +$20.2K 0.14% 120
2016
Q4 		$1.65M Buy
+25,250
New +$1.64M 0.15% 118
2016
Q2 		– Sell
-3,329
Closed -$216K – 390
2016
Q1 		$216K Sell
3,329
-204
-6% -$13.9K 0.02% 361
2015
Q4 		$273K Hold
3,533
– – 0.03% 303
2015
Q3 		$291K Hold
3,533
– – 0.03% 281
2015
Q2 		$312K Sell
3,533
-38
-1% -$3.49K 0.03% 282
2015
Q1 		$315K Sell
3,571
-915
-20% -$81.2K 0.03% 276
2014
Q4 		$373K Buy
4,486
+83
+2% +$6.88K 0.04% 240
2014
Q3 		$372K Buy
4,403
+276
+7% +$22.3K 0.04% 235
2014
Q2 		$335K Sell
4,127
-94
-2% -$7.39K 0.04% 253
2014
Q1 		$321K Sell
4,221
-706
-14% -$51.4K 0.04% 251
2013
Q4 		$355K Sell
4,927
-260
-5% -$18.1K 0.04% 240
2013
Q3 		$357K Sell
5,187
-229
-4% -$15.2K 0.04% 234
2013
Q2 		$343K Buy
+5,416
New +$352K 0.04% 213

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Fulton Bank's NVS Position: Q2 2026 in Review

Fulton Bank reduced its Novartis (NVS) stake by 2.7% in Q2 2026, selling an estimated $23.2K and leaving 5,679 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #349.

Fulton Bank first reported a position in NVS in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.7M in Q1 2017. 325 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Fulton Bank held 5,679 shares of Novartis worth $890K as of Q2 2026.
  • Fulton Bank sold 155 Novartis shares in Q2 2026, an estimated $23.2K.
  • Novartis made up 0.03% of Fulton Bank's portfolio in Q2 2026, its #349 holding.
  • Fulton Bank first reported a position in Novartis in Q2 2013 and has held it in 48 quarters since.
  • Fulton Bank's Novartis position peaked at $1.7M in Q1 2017.
  • 325 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.