Midwest Trust’s Novartis NVS Stock Holding History

Midwest Trust’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	$34M	Sell	238,451 -730	-0.3%	-$111K	0.38%	63
2026 Q2	$37.5M	Sell	239,181 -3,047	-1%	-$457K	0.42%	62
2026 Q1	$37M	Sell	242,228 -7,513	-3%	-$1.15M	0.46%	53
2025 Q4	$34.4M	Sell	249,741 -2,611	-1%	-$342K	0.43%	55
2025 Q3	$32.4M	Sell	252,352 -14,541	-5%	-$1.77M	0.42%	57
2025 Q2	$32.3M	Buy	+266,893	New	+$30.1M	0.45%	56

Other funds holding NVS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Midwest Trust's NVS Position: Q3 2026 in Review

Midwest Trust reduced its Novartis (NVS) stake by 0.31% in Q3 2026, selling an estimated $111K and leaving 238,451 shares worth $34M. The position accounts for 0.38% of the portfolio, ranked #63.

Midwest Trust first reported a position in NVS in Q2 2025 and has held it in 6 quarters since. The position peaked at $37.5M in Q2 2026. 402 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Midwest Trust held 238,451 shares of Novartis worth $34M as of Q3 2026.
Midwest Trust sold 730 Novartis shares in Q3 2026, an estimated $111K.
Novartis made up 0.38% of Midwest Trust's portfolio in Q3 2026, its #63 holding.
Midwest Trust first reported a position in Novartis in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Novartis position peaked at $37.5M in Q2 2026.
402 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.