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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
Q3 		$724K Buy
5,081
+3,121
+159% +$473K 0.16% 122
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

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Hilltop National Bank's NVS Position: Q3 2026 in Review

Hilltop National Bank increased its Novartis (NVS) stake by 159% in Q3 2026, buying an estimated $473K and bringing the position to 5,081 shares worth $724K. The position accounts for 0.16% of the portfolio, ranked #122.

Hilltop National Bank first reported a position in NVS in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Hilltop National Bank held 5,081 shares of Novartis worth $724K as of Q3 2026.
  • Hilltop National Bank bought 3,121 Novartis shares in Q3 2026, an estimated $473K.
  • Novartis made up 0.16% of Hilltop National Bank's portfolio in Q3 2026, its #122 holding.
  • Hilltop National Bank first reported a position in Novartis in Q1 2024 and has held it in 10 quarters since.
  • 235 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.