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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Midwest Trust's NVS Position: Q2 2026 in Review

Midwest Trust reduced its Novartis (NVS) stake by 1.3% in Q2 2026, selling an estimated $457K and leaving 239,181 shares worth $37.5M. The position accounts for 0.42% of the portfolio, ranked #62.

Midwest Trust first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Midwest Trust held 239,181 shares of Novartis worth $37.5M as of Q2 2026.
Midwest Trust sold 3,047 Novartis shares in Q2 2026, an estimated $457K.
Novartis made up 0.42% of Midwest Trust's portfolio in Q2 2026, its #62 holding.
Midwest Trust first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.