Independence Bank of Kentucky’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.24M | Sell |
7,882
-200
| -2% | -$30K | 0.14% | 136 |
|
|
2026
Q1 | $1.23M | Sell |
8,082
-153
| -2% | -$23.5K | 0.16% | 123 |
|
|
2025
Q4 | $1.14M | Buy |
8,235
+78
| +1% | +$10.2K | 0.14% | 131 |
|
|
2025
Q3 | $1.05M | Sell |
8,157
-1,050
| -11% | -$128K | 0.13% | 139 |
|
|
2025
Q2 | $1.11M | Hold |
9,207
| – | – | 0.16% | 127 |
|
|
2025
Q1 | $1.03M | Sell |
9,207
-175
| -2% | -$18.6K | 0.16% | 127 |
|
|
2024
Q4 | $913K | Buy |
9,382
+6,438
| +219% | +$687K | 0.14% | 139 |
|
|
2024
Q3 | $339K | Buy |
2,944
+948
| +47% | +$108K | 0.07% | 208 |
|
|
2024
Q2 | $212K | Buy |
1,996
+33
| +2% | +$3.31K | 0.06% | 221 |
|
|
2024
Q1 | $190K | Buy |
1,963
+346
| +21% | +$35.5K | 0.06% | 223 |
|
|
2023
Q4 | $163K | Buy |
1,617
+1,417
| +709% | +$137K | 0.06% | 215 |
|
|
2023
Q3 | $20.4K | Hold |
200
| – | – | 0.01% | 349 |
|
|
2023
Q2 | $20.2K | Hold |
200
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $18.4K | Sell |
200
-440
| -69% | -$38.4K | 0.01% | 330 |
|
|
2022
Q4 | $58K | Sell |
640
-38
| -6% | -$3.2K | 0.03% | 247 |
|
|
2022
Q3 | $52K | Sell |
678
-90
| -12% | -$7.46K | 0.03% | 236 |
|
|
2022
Q2 | $65K | Hold |
768
| – | – | 0.03% | 227 |
|
|
2022
Q1 | $67K | Hold |
768
| – | – | 0.03% | 238 |
|
|
2021
Q4 | $67K | Hold |
768
| – | – | 0.03% | 222 |
|
|
2021
Q3 | $63K | Hold |
768
| – | – | 0.03% | 227 |
|
|
2021
Q2 | $70K | Hold |
768
| – | – | 0.03% | 216 |
|
|
2021
Q1 | $66K | Sell |
768
-52
| -6% | -$4.67K | 0.03% | 212 |
|
|
2020
Q4 | $77K | Sell |
820
-50
| -6% | -$4.37K | 0.04% | 201 |
|
|
2020
Q3 | $76K | Sell |
870
-100
| -10% | -$8.66K | 0.04% | 189 |
|
|
2020
Q2 | $85K | Hold |
970
| – | – | 0.06% | 168 |
|
|
2020
Q1 | $80K | Hold |
970
| – | – | 0.06% | 165 |
|
|
2019
Q4 | $92K | Hold |
970
| – | – | 0.06% | 169 |
|
|
2019
Q3 | $84K | Buy |
970
+520
| +116% | +$46.7K | 0.06% | 167 |
|
|
2019
Q2 | $41K | Sell |
450
-52
| -10% | -$4.4K | 0.03% | 195 |
|
|
2019
Q1 | $43K | Buy |
502
+167
| +50% | +$13.4K | 0.04% | 188 |
|
|
2018
Q4 | $26K | Hold |
335
| – | – | 0.02% | 213 |
|
|
2018
Q3 | $26K | Hold |
335
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $23K | Hold |
335
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $24K | Hold |
335
| – | – | 0.02% | 213 |
|
|
2017
Q4 | $25K | Buy |
+335
| New | +$25.3K | 0.02% | 205 |
|
Other funds holding NVS
TAM
SI
Independence Bank of Kentucky's NVS Position: Q2 2026 in Review
Independence Bank of Kentucky reduced its Novartis (NVS) stake by 2.5% in Q2 2026, selling an estimated $30K and leaving 7,882 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #136.
Independence Bank of Kentucky first reported a position in NVS in Q4 2017 and has held it in 35 quarters since. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Independence Bank of Kentucky held 7,882 shares of Novartis worth $1.24M as of Q2 2026.
- Independence Bank of Kentucky sold 200 Novartis shares in Q2 2026, an estimated $30K.
- Novartis made up 0.14% of Independence Bank of Kentucky's portfolio in Q2 2026, its #136 holding.
- Independence Bank of Kentucky first reported a position in Novartis in Q4 2017 and has held it in 35 quarters since.
- 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.