MT
NVS icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Midwest Trust's NVS Position: Q1 2026 in Review

Midwest Trust reduced its Novartis (NVS) stake by 3% in Q1 2026, selling an estimated $1.15M and leaving 242,228 shares worth $37M. The position accounts for 0.46% of the portfolio, ranked #53.

Midwest Trust first reported a position in NVS in Q2 2025 and has held it in 4 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Midwest Trust held 242,228 shares of Novartis worth $37M as of Q1 2026.
  • Midwest Trust sold 7,513 Novartis shares in Q1 2026, an estimated $1.15M.
  • Novartis made up 0.46% of Midwest Trust's portfolio in Q1 2026, its #53 holding.
  • Midwest Trust first reported a position in Novartis in Q2 2025 and has held it in 4 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.