Hilltop National Bank’s Novartis NVS Stock Holding History

Hilltop National 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	$307K	Hold	1,960	–	–	0.07%	190
2026 Q1	$299K	Buy	1,960 +1,560	+390%	+$239K	0.07%	186
2025 Q4	$55.1K	Sell	400 -138	-26%	-$18.1K	0.01%	437
2025 Q3	$69K	Hold	538	–	–	0.02%	407
2025 Q2	$65.1K	Buy	+538	New	+$60.6K	0.02%	416
2024 Q4	$38.9K	Hold	400	–	–	0.01%	472
2024 Q3	$46K	Hold	400	–	–	0.01%	475
2024 Q2	$42.6K	Hold	400	–	–	0.01%	481
2024 Q1	$38.7K	Buy	+400	New	+$41K	0.01%	484

Other funds holding NVS

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return