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New Hampshire Trust’s Novartis NVS Stock Holding History

New Hampshire 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 		$1.12M Sell
7,170
-4
-0.1% -$600 0.21% 76
2026
Q1 		$1.1M Sell
7,174
-1,048
-13% -$161K 0.22% 76
2025
Q4 		$1.13M Sell
8,222
-1,966
-19% -$257K 0.22% 76
2025
Q3 		$1.31M Buy
10,188
+705
+7% +$86K 0.25% 73
2025
Q2 		$1.15M Buy
9,483
+749
+9% +$84.4K 0.24% 77
2025
Q1 		$974K Buy
8,734
+360
+4% +$38.3K 0.22% 77
2024
Q4 		$815K Sell
8,374
-137
-2% -$14.6K 0.17% 86
2024
Q3 		$979K Sell
8,511
-53
-0.6% -$6.01K 0.21% 81
2024
Q2 		$912K Sell
8,564
-1,059
-11% -$106K 0.21% 83
2024
Q1 		$931K Sell
9,623
-554
-5% -$56.8K 0.22% 83
2023
Q4 		$1.03M Sell
10,177
-878
-8% -$84.7K 0.25% 79
2023
Q3 		$1.13M Sell
11,055
-210
-2% -$21.3K 0.31% 74
2023
Q2 		$1.14M Sell
11,265
-74
-0.7% -$7.4K 0.3% 76
2023
Q1 		$1.04M Sell
11,339
-322
-3% -$28.1K 0.28% 78
2022
Q4 		$1.06M Buy
+11,661
New +$982K 0.28% 79

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Hampshire Trust's NVS Position: Q2 2026 in Review

New Hampshire Trust reduced its Novartis (NVS) stake by 0.06% in Q2 2026, selling an estimated $600 and leaving 7,170 shares worth $1.12M. The position accounts for 0.21% of the portfolio, ranked #76.

New Hampshire Trust first reported a position in NVS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • New Hampshire Trust held 7,170 shares of Novartis worth $1.12M as of Q2 2026.
  • New Hampshire Trust sold 4 Novartis shares in Q2 2026, an estimated $600.
  • Novartis made up 0.21% of New Hampshire Trust's portfolio in Q2 2026, its #76 holding.
  • New Hampshire Trust first reported a position in Novartis in Q4 2022 and has held it in 15 quarters since.
  • New Hampshire Trust's Novartis position peaked at $1.31M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.