Indiana Trust & Investment Management’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 | $7.84K | Hold |
50
| – | – | ﹤0.01% | 417 |
|
|
2026
Q1 | $7.64K | Hold |
50
| – | – | ﹤0.01% | 415 |
|
|
2025
Q4 | $6.89K | Sell |
50
-25
| -33% | -$3.27K | ﹤0.01% | 419 |
|
|
2025
Q3 | $9.62K | Hold |
75
| – | – | ﹤0.01% | 397 |
|
|
2025
Q2 | $9.08K | Hold |
75
| – | – | ﹤0.01% | 405 |
|
|
2025
Q1 | $8.36K | Hold |
75
| – | – | ﹤0.01% | 400 |
|
|
2024
Q4 | $7.3K | Hold |
75
| – | – | ﹤0.01% | 418 |
|
|
2024
Q3 | $8.63K | Hold |
75
| – | – | ﹤0.01% | 421 |
|
|
2024
Q2 | $7.99K | Hold |
75
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $7.25K | Hold |
75
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $7.57K | Hold |
75
| – | – | ﹤0.01% | 373 |
|
|
2023
Q3 | $7.64K | Buy |
+75
| New | +$7.61K | ﹤0.01% | 370 |
|
|
2020
Q1 | – | Sell |
-2,568
| Closed | -$243K | – | 113 |
|
|
2019
Q4 | $243K | Sell |
2,568
-617
| -19% | -$55.4K | 0.14% | 104 |
|
|
2019
Q3 | $277K | Sell |
3,185
-328
| -9% | -$29.4K | 0.16% | 99 |
|
|
2019
Q2 | $321K | Sell |
3,513
-982
| -22% | -$83.1K | 0.18% | 91 |
|
|
2019
Q1 | $387K | Sell |
4,495
-2,176
| -33% | -$175K | 0.2% | 82 |
|
|
2018
Q4 | $513K | Sell |
6,671
-369
| -5% | -$28.7K | 0.29% | 70 |
|
|
2018
Q3 | $543K | Sell |
7,040
-664
| -9% | -$49.1K | 0.25% | 75 |
|
|
2018
Q2 | $521K | Sell |
7,704
-1,242
| -14% | -$85.7K | 0.25% | 74 |
|
|
2018
Q1 | $648K | Sell |
8,946
-62
| -0.7% | -$4.72K | 0.3% | 71 |
|
|
2017
Q4 | $678K | Sell |
9,008
-210
| -2% | -$15.8K | 0.31% | 69 |
|
|
2017
Q3 | $709K | Sell |
9,218
-134
| -1% | -$10.1K | 0.34% | 61 |
|
|
2017
Q2 | $699K | Sell |
9,352
-156
| -2% | -$11.1K | 0.34% | 62 |
|
|
2017
Q1 | $633K | Sell |
9,508
-1,088
| -10% | -$72.5K | 0.32% | 63 |
|
|
2016
Q4 | $692K | Sell |
10,596
-324
| -3% | -$21K | 0.36% | 60 |
|
|
2016
Q3 | $773K | Sell |
10,920
-164
| -1% | -$12K | 0.39% | 58 |
|
|
2016
Q2 | $819K | Buy |
11,084
+103
| +0.9% | +$7.12K | 0.41% | 60 |
|
|
2016
Q1 | $713K | Buy |
+10,981
| New | +$747K | 0.38% | 62 |
|
|
2015
Q4 | – | Sell |
-10,524
| Closed | -$867K | – | 127 |
|
|
2015
Q3 | $867K | Sell |
10,524
-4,492
| -30% | -$400K | 0.5% | 49 |
|
|
2015
Q2 | $1.32M | Buy |
15,016
+1,094
| +8% | +$100K | 0.69% | 42 |
|
|
2015
Q1 | $1.23M | Buy |
+13,922
| New | +$1.23M | 0.62% | 48 |
|
|
2014
Q1 | – | Sell |
-335
| Closed | -$24K | – | 196 |
|
|
2013
Q4 | $24K | Hold |
335
| – | – | 0.01% | 212 |
|
|
2013
Q3 | $23K | Buy |
+335
| New | +$22.2K | 0.01% | 218 |
|
Other funds holding NVS
Indiana Trust & Investment Management's NVS Position: Q2 2026 in Review
Indiana Trust & Investment Management held its Novartis (NVS) position steady in Q2 2026 at 50 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #417.
Indiana Trust & Investment Management first reported a position in NVS in Q3 2013 and has held it in 33 quarters since. The position peaked at $1.32M in Q2 2015. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Indiana Trust & Investment Management held 50 shares of Novartis worth $7.84K as of Q2 2026.
- Indiana Trust & Investment Management left its Novartis share count unchanged in Q2 2026.
- Novartis made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #417 holding.
- Indiana Trust & Investment Management first reported a position in Novartis in Q3 2013 and has held it in 33 quarters since.
- Indiana Trust & Investment Management's Novartis position peaked at $1.32M in Q2 2015.
- 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.