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Grove Bank & Trust’s Novartis NVS Stock Holding History

Grove 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
Q3 		$416K Sell
2,920
-802
-22% -$122K 0.04% 189
2026
Q2 		$583K Sell
3,722
-161
-4% -$24.1K 0.06% 155
2026
Q1 		$593K Buy
3,883
+759
+24% +$116K 0.07% 151
2025
Q4 		$431K Buy
3,124
+2,372
+315% +$311K 0.05% 181
2025
Q3 		$96.4K Sell
752
-266
-26% -$32.5K 0.01% 341
2025
Q2 		$123K Buy
1,018
+13
+1% +$1.47K 0.02% 306
2025
Q1 		$112K Sell
1,005
-41
-4% -$4.37K 0.02% 305
2024
Q4 		$102K Sell
1,046
-177
-14% -$18.9K 0.01% 292
2024
Q3 		$141K Buy
1,223
+332
+37% +$37.7K 0.02% 259
2024
Q2 		$94.9K Sell
891
-19
-2% -$1.91K 0.02% 284
2024
Q1 		$88K Buy
910
+15
+2% +$1.54K 0.01% 305
2023
Q4 		$90.4K Sell
895
-4
-0.4% -$386 0.02% 289
2023
Q3 		$91.6K Sell
899
-45
-5% -$4.57K 0.02% 292
2023
Q2 		$95.3K Sell
944
-5
-0.5% -$500 0.02% 294
2023
Q1 		$87.3K Buy
949
+35
+4% +$3.06K 0.02% 299
2022
Q4 		$83K Buy
+914
New +$77K 0.02% 305
2017
Q4 		– Sell
-677
Closed -$52K – 554
2017
Q3 		$52K Sell
677
-125
-16% -$9.44K 0.03% 294
2017
Q2 		$60K Sell
802
-2,450
-75% -$174K 0.04% 234
2017
Q1 		$216K Buy
3,252
+953
+41% +$63.5K 0.18% 100
2016
Q4 		$150K Buy
2,299
+1,661
+260% +$108K 0.11% 124
2016
Q3 		$45K Hold
638
– – 0.04% 161
2016
Q2 		$47K Hold
638
– – 0.04% 153
2016
Q1 		$41K Hold
638
– – 0.04% 172
2015
Q4 		$49K Buy
+638
New +$50.7K 0.04% 177

Other funds holding NVS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Grove Bank & Trust's NVS Position: Q3 2026 in Review

Grove Bank & Trust reduced its Novartis (NVS) stake by 22% in Q3 2026, selling an estimated $122K and leaving 2,920 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #189.

Grove Bank & Trust first reported a position in NVS in Q4 2015 and has held it in 24 quarters since. The position peaked at $593K in Q1 2026. 83 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Grove Bank & Trust held 2,920 shares of Novartis worth $416K as of Q3 2026.
  • Grove Bank & Trust sold 802 Novartis shares in Q3 2026, an estimated $122K.
  • Novartis made up 0.04% of Grove Bank & Trust's portfolio in Q3 2026, its #189 holding.
  • Grove Bank & Trust first reported a position in Novartis in Q4 2015 and has held it in 24 quarters since.
  • Grove Bank & Trust's Novartis position peaked at $593K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.