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Glenview Trust’s Novartis NVS Stock Holding History

Glenview 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 		$265K Buy
1,691
+62
+4% +$9.29K ﹤0.01% 462
2026
Q1 		$249K Buy
1,629
+75
+5% +$11.5K ﹤0.01% 457
2025
Q4 		$214K Sell
1,554
-2,000
-56% -$262K ﹤0.01% 474
2025
Q3 		$456K Sell
3,554
-246
-6% -$30K 0.01% 385
2025
Q2 		$460K Buy
3,800
+84
+2% +$9.47K 0.01% 384
2025
Q1 		$414K Buy
3,716
+1
+0% +$106 0.01% 377
2024
Q4 		$362K Buy
3,715
+8
+0.2% +$853 0.01% 393
2024
Q3 		$426K Buy
3,707
+12
+0.3% +$1.36K 0.01% 376
2024
Q2 		$393K Buy
3,695
+238
+7% +$23.9K 0.01% 381
2024
Q1 		$334K Buy
3,457
+78
+2% +$8K 0.01% 386
2023
Q4 		$341K Buy
3,379
+102
+3% +$9.85K 0.01% 386
2023
Q3 		$334K Sell
3,277
-120
-4% -$12.2K 0.01% 365
2023
Q2 		$343K Hold
3,397
– – 0.01% 369
2023
Q1 		$313K Hold
3,397
– – 0.01% 371
2022
Q4 		$308K Hold
3,397
– – 0.01% 362
2022
Q3 		$258K Hold
3,397
– – 0.01% 365
2022
Q2 		$287K Sell
3,397
-124
-4% -$10.9K 0.01% 354
2022
Q1 		$309K Hold
3,521
– – 0.01% 361
2021
Q4 		$308K Buy
+3,521
New +$292K 0.01% 360
2020
Q2 		– Sell
-2,672
Closed -$220K – 334
2020
Q1 		$220K Sell
2,672
-237
-8% -$21.1K 0.02% 293
2019
Q4 		$275K Sell
2,909
-181
-6% -$16.2K 0.02% 299
2019
Q3 		$269K Buy
+3,090
New +$277K 0.02% 302
2017
Q1 		– Sell
-3,942
Closed -$257K – 323
2016
Q4 		$257K Buy
+3,942
New +$256K 0.02% 276

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

Glenview Trust's NVS Position: Q2 2026 in Review

Glenview Trust increased its Novartis (NVS) stake by 3.8% in Q2 2026, buying an estimated $9.29K and bringing the position to 1,691 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Glenview Trust first reported a position in NVS in Q4 2016 and has held it in 23 quarters since. The position peaked at $460K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Glenview Trust held 1,691 shares of Novartis worth $265K as of Q2 2026.
  • Glenview Trust bought 62 Novartis shares in Q2 2026, an estimated $9.29K.
  • Novartis made up ﹤0.01% of Glenview Trust's portfolio in Q2 2026, its #462 holding.
  • Glenview Trust first reported a position in Novartis in Q4 2016 and has held it in 23 quarters since.
  • Glenview Trust's Novartis position peaked at $460K in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.