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Hickory Point Bank & Trust’s Novartis NVS Stock Holding History

Hickory Point 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 		$80.9K Hold
516
– – 0.05% 188
2026
Q1 		$78.8K Buy
+516
New +$79.1K 0.05% 189

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hickory Point Bank & Trust's NVS Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Novartis (NVS) position steady in Q2 2026 at 516 shares worth $80.9K. The position accounts for 0.05% of the portfolio, ranked #188.

Hickory Point Bank & Trust first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 734 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Hickory Point Bank & Trust held 516 shares of Novartis worth $80.9K as of Q2 2026.
  • Hickory Point Bank & Trust left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.05% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #188 holding.
  • Hickory Point Bank & Trust first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 734 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.