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Kennebec Savings Bank’s Novartis NVS Stock Holding History

Kennebec Savings 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 		$809K Sell
5,163
-90
-2% -$13.5K 0.65% 43
2026
Q1 		$802K Sell
5,253
-63
-1% -$9.66K 0.72% 42
2025
Q4 		$733K Buy
5,316
+218
+4% +$28.5K 0.63% 53
2025
Q3 		$654K Sell
5,098
-347
-6% -$42.3K 0.6% 55
2025
Q2 		$659K Sell
5,445
-249
-4% -$28.1K 0.65% 49
2025
Q1 		$635K Buy
5,694
+412
+8% +$43.9K 0.67% 48
2024
Q4 		$524K Sell
5,282
-100
-2% -$10.7K 0.53% 65
2024
Q3 		$619K Buy
+5,382
New +$611K 0.61% 57

Other funds holding NVS

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kennebec Savings Bank's NVS Position: Q2 2026 in Review

Kennebec Savings Bank reduced its Novartis (NVS) stake by 1.7% in Q2 2026, selling an estimated $13.5K and leaving 5,163 shares worth $809K. The position accounts for 0.65% of the portfolio, ranked #43.

Kennebec Savings Bank first reported a position in NVS in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kennebec Savings Bank held 5,163 shares of Novartis worth $809K as of Q2 2026.
  • Kennebec Savings Bank sold 90 Novartis shares in Q2 2026, an estimated $13.5K.
  • Novartis made up 0.65% of Kennebec Savings Bank's portfolio in Q2 2026, its #43 holding.
  • Kennebec Savings Bank first reported a position in Novartis in Q3 2024 and has held it in 8 quarters since.
  • 562 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.