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Kentucky Trust Company’s Novartis NVS Stock Holding History

Kentucky Trust Company’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 		$1.62M Sell
10,312
-825
-7% -$124K 0.78% 40
2026
Q1 		$1.7M Sell
11,137
-1,000
-8% -$153K 0.89% 36
2025
Q4 		$1.67M Sell
12,137
-100
-0.8% -$13.1K 0.89% 35
2025
Q3 		$1.57M Hold
12,237
– – 0.85% 37
2025
Q2 		$1.48M Hold
12,237
– – 0.85% 36
2025
Q1 		$1.36M Hold
12,237
– – 0.81% 41
2024
Q4 		$1.19M Buy
+12,237
New +$1.3M 0.7% 44

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Kentucky Trust Company's NVS Position: Q2 2026 in Review

Kentucky Trust Company reduced its Novartis (NVS) stake by 7.4% in Q2 2026, selling an estimated $124K and leaving 10,312 shares worth $1.62M. The position accounts for 0.78% of the portfolio, ranked #40.

Kentucky Trust Company first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q1 2026. 509 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Kentucky Trust Company held 10,312 shares of Novartis worth $1.62M as of Q2 2026.
  • Kentucky Trust Company sold 825 Novartis shares in Q2 2026, an estimated $124K.
  • Novartis made up 0.78% of Kentucky Trust Company's portfolio in Q2 2026, its #40 holding.
  • Kentucky Trust Company first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Kentucky Trust Company's Novartis position peaked at $1.7M in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.