Missouri Trust & Investment Company’s Novartis NVS Stock Holding History

Missouri Trust & Investment 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	–	Sell	-459	Closed	-$70.1K	–	310
2026 Q1	$70.1K	Hold	459	–	–	0.02%	197
2025 Q4	$63.3K	Hold	459	–	–	0.02%	211
2025 Q3	$58.9K	Hold	459	–	–	0.02%	215
2025 Q2	$55.5K	Sell	459 -95	-17%	-$10.7K	0.02%	209
2025 Q1	$61.8K	Hold	554	–	–	0.02%	192
2024 Q4	$53.9K	Sell	554 -24	-4%	-$2.56K	0.02%	205
2024 Q3	$66.5K	Hold	578	–	–	0.02%	190
2024 Q2	$61.5K	Sell	578 -150	-21%	-$15.1K	0.02%	188
2024 Q1	$70.4K	Hold	728	–	–	0.03%	179
2023 Q4	$73.5K	Buy	728 +244	+50%	+$23.6K	0.03%	167
2023 Q3	$49.3K	Hold	484	–	–	0.02%	187
2023 Q2	$48.8K	Hold	484	–	–	0.03%	191
2023 Q1	$44.5K	Hold	484	–	–	0.03%	178
2022 Q4	$44K	Sell	484 -175	-27%	-$14.7K	0.03%	182
2022 Q3	$50K	Hold	659	–	–	0.03%	174
2022 Q2	$56K	Hold	659	–	–	0.04%	167
2022 Q1	$58K	Hold	659	–	–	0.03%	174
2021 Q4	$58K	Buy	+659	New	+$54.7K	0.03%	180

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

Missouri Trust & Investment Company's NVS Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of Novartis (NVS) in Q2 2026, closing a stake of 459 shares — an estimated $70.1K sold.

Missouri Trust & Investment Company first reported a position in NVS in Q4 2021 and held it in 18 quarters. The position peaked at $73.5K in Q4 2023. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Missouri Trust & Investment Company reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 459 Novartis shares in Q2 2026, an estimated $70.1K.
Missouri Trust & Investment Company first reported a position in Novartis in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's Novartis position peaked at $73.5K in Q4 2023.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.