Moody National Bank Trust Division’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $282K | Buy |
1,802
+72
| +4% | +$10.8K | 0.02% | 432 |
|
|
2026
Q1 | $264K | Sell |
1,730
-89
| -5% | -$13.6K | 0.03% | 437 |
|
|
2025
Q4 | $251K | Buy |
+1,819
| New | +$238K | 0.02% | 440 |
|
|
2024
Q1 | – | Sell |
-3,239
| Closed | -$327K | – | 487 |
|
|
2023
Q4 | $327K | Sell |
3,239
-232
| -7% | -$22.4K | 0.03% | 398 |
|
|
2023
Q3 | $354K | Sell |
3,471
-84
| -2% | -$8.53K | 0.02% | 475 |
|
|
2023
Q2 | $359K | Sell |
3,555
-267
| -7% | -$26.7K | 0.02% | 467 |
|
|
2023
Q1 | $352K | Sell |
3,822
-227
| -6% | -$19.8K | 0.03% | 464 |
|
|
2022
Q4 | $367K | Sell |
4,049
-236
| -6% | -$19.9K | 0.03% | 437 |
|
|
2022
Q3 | $326K | Sell |
4,285
-105
| -2% | -$8.7K | 0.03% | 437 |
|
|
2022
Q2 | $371K | Sell |
4,390
-4,353
| -50% | -$382K | 0.04% | 353 |
|
|
2022
Q1 | $767K | Buy |
8,743
+341
| +4% | +$29.5K | 0.02% | 243 |
|
|
2021
Q4 | $735K | Sell |
8,402
-25,781
| -75% | -$2.14M | 0.02% | 244 |
|
|
2021
Q3 | $2.8M | Buy |
34,183
+2,388
| +8% | +$215K | 0.04% | 211 |
|
|
2021
Q2 | $2.9M | Sell |
31,795
-1,479
| -4% | -$132K | 0.06% | 211 |
|
|
2021
Q1 | $2.84M | Buy |
33,274
+272
| +0.8% | +$24.4K | 0.07% | 205 |
|
|
2020
Q4 | $3.12M | Buy |
33,002
+6
| +0% | +$524 | 0.08% | 192 |
|
|
2020
Q3 | $2.87M | Sell |
32,996
-226
| -0.7% | -$19.6K | 0.09% | 180 |
|
|
2020
Q2 | $2.9M | Sell |
33,222
-30
| -0.1% | -$2.59K | 0.09% | 172 |
|
|
2020
Q1 | $2.74M | Buy |
33,252
+335
| +1% | +$29.9K | 0.1% | 151 |
|
|
2019
Q4 | $3.12M | Buy |
32,917
+965
| +3% | +$86.6K | 0.08% | 164 |
|
|
2019
Q3 | $2.78M | Buy |
31,952
+363
| +1% | +$32.6K | 0.08% | 172 |
|
|
2019
Q2 | $2.88M | Sell |
31,589
-3,664
| -10% | -$310K | 0.08% | 168 |
|
|
2019
Q1 | $3.04M | Sell |
35,253
-9
| -0% | -$723 | 0.08% | 169 |
|
|
2018
Q4 | $2.71M | Buy |
35,262
+766
| +2% | +$59.6K | 0.08% | 159 |
|
|
2018
Q3 | $2.66M | Buy |
+34,496
| New | +$2.55M | 0.07% | 175 |
|
|
2016
Q1 | – | Sell |
-2,790
| Closed | -$215K | – | 257 |
|
|
2015
Q4 | $215K | Hold |
2,790
| – | – | 0.02% | 225 |
|
|
2015
Q3 | $230K | Hold |
2,790
| – | – | 0.02% | 221 |
|
|
2015
Q2 | $246K | Hold |
2,790
| – | – | 0.02% | 217 |
|
|
2015
Q1 | $247K | Hold |
2,790
| – | – | 0.02% | 218 |
|
|
2014
Q4 | $232K | Sell |
2,790
-2,232
| -44% | -$185K | 0.02% | 241 |
|
|
2014
Q3 | $424K | Sell |
5,022
-608
| -11% | -$49.2K | 0.03% | 184 |
|
|
2014
Q2 | $457K | Buy |
5,630
+1,953
| +53% | +$154K | 0.03% | 178 |
|
|
2014
Q1 | $280K | Hold |
3,677
| – | – | 0.02% | 221 |
|
|
2013
Q4 | $265K | Hold |
3,677
| – | – | 0.02% | 223 |
|
|
2013
Q3 | $253K | Hold |
3,677
| – | – | 0.02% | 219 |
|
|
2013
Q2 | $233K | Buy |
+3,677
| New | +$239K | 0.02% | 214 |
|
Other funds holding NVS
TAM
SI
CPC
Moody National Bank Trust Division's NVS Position: Q2 2026 in Review
Moody National Bank Trust Division increased its Novartis (NVS) stake by 4.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,802 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #432.
Moody National Bank Trust Division first reported a position in NVS in Q2 2013 and has held it in 36 quarters since. The position peaked at $3.12M in Q4 2019. 838 funds tracked by Wall St. Rank hold NVS as of Q2 2026.
- Moody National Bank Trust Division held 1,802 shares of Novartis worth $282K as of Q2 2026.
- Moody National Bank Trust Division bought 72 Novartis shares in Q2 2026, an estimated $10.8K.
- Novartis made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #432 holding.
- Moody National Bank Trust Division first reported a position in Novartis in Q2 2013 and has held it in 36 quarters since.
- Moody National Bank Trust Division's Novartis position peaked at $3.12M in Q4 2019.
- 838 funds tracked by Wall St. Rank held Novartis as of Q2 2026.
Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.