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Nixon Peabody Trust’s Novartis NVS Stock Holding History

Nixon Peabody 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 		$335K Buy
2,136
+549
+35% +$82.3K 0.02% 151
2026
Q1 		$242K Sell
1,587
-315
-17% -$48.3K 0.02% 150
2025
Q4 		$262K Sell
1,902
-750
-28% -$98.2K 0.02% 139
2025
Q3 		$340K Sell
2,652
-3,797
-59% -$463K 0.02% 130
2025
Q2 		$780K Sell
6,449
-1,393
-18% -$157K 0.06% 94
2025
Q1 		$874K Sell
7,842
-34,659
-82% -$3.69M 0.07% 89
2024
Q4 		$4.14M Sell
42,501
-79,269
-65% -$8.45M 0.34% 56
2024
Q3 		$14M Buy
121,770
+1,294
+1% +$147K 1.17% 33
2024
Q2 		$12.8M Sell
120,476
-4,812
-4% -$483K 1.14% 34
2024
Q1 		$12.1M Buy
125,288
+4,031
+3% +$413K 1.11% 35
2023
Q4 		$12.2M Buy
121,257
+101,925
+527% +$9.84M 1.37% 31
2023
Q3 		$1.97M Sell
19,332
-545
-3% -$55.3K 1.65% 28
2023
Q2 		$2.01M Sell
19,877
-5,147
-21% -$515K 1.63% 24
2023
Q1 		$2.3M Buy
25,024
+3,517
+16% +$307K 1.61% 24
2022
Q4 		$1.95M Sell
21,507
-60
-0.3% -$5.05K 1.58% 28
2022
Q3 		$1.64M Sell
21,567
-14,149
-40% -$1.17M 1.39% 37
2022
Q2 		$3.02M Sell
35,716
-10,070
-22% -$883K 1.36% 39
2022
Q1 		$4.02M Sell
45,786
-5,912
-11% -$512K 1.38% 36
2021
Q4 		$4.52M Buy
51,698
+3,528
+7% +$293K 1.37% 35
2021
Q3 		$3.94M Buy
48,170
+1,877
+4% +$169K 1.42% 36
2021
Q2 		$4.22M Buy
46,293
+2,328
+5% +$207K 1.63% 29
2021
Q1 		$3.76M Buy
43,965
+53
+0.1% +$4.76K 1.52% 34
2020
Q4 		$4.15M Sell
43,912
-414
-0.9% -$36.2K 1.75% 23
2020
Q3 		$3.85M Buy
44,326
+540
+1% +$46.8K 1.78% 23
2020
Q2 		$3.83M Buy
43,786
+623
+1% +$53.8K 1.94% 19
2020
Q1 		$3.56M Buy
43,163
+506
+1% +$45.1K 2.2% 15
2019
Q4 		$4.04M Buy
42,657
+115
+0.3% +$10.3K 2.01% 21
2019
Q3 		$3.7M Buy
42,542
+1,993
+5% +$179K 1.97% 21
2019
Q2 		$3.7M Buy
40,549
+873
+2% +$73.9K 2.09% 19
2019
Q1 		$3.42M Buy
39,676
+3,184
+9% +$256K 2.24% 15
2018
Q4 		$2.81M Sell
36,492
-587
-2% -$45.7K 2.21% 15
2018
Q3 		$2.86M Buy
37,079
+2,393
+7% +$177K 1.96% 22
2018
Q2 		$2.35M Buy
34,686
+2,710
+8% +$187K 1.82% 24
2018
Q1 		$2.32M Buy
31,976
+1,334
+4% +$102K 2.08% 21
2017
Q4 		$2.31M Buy
30,642
+955
+3% +$72.1K 1.99% 21
2017
Q3 		$2.28M Buy
29,687
+843
+3% +$63.7K 2.07% 20
2017
Q2 		$2.16M Buy
28,844
+787
+3% +$55.8K 2% 21
2017
Q1 		$1.87M Buy
28,057
+429
+2% +$28.6K 1.76% 27
2016
Q4 		$1.8M Buy
27,628
+4,029
+17% +$261K 1.76% 28
2016
Q3 		$1.67M Buy
23,599
+2,969
+14% +$216K 1.64% 29
2016
Q2 		$1.53M Buy
20,630
+762
+4% +$52.6K 1.33% 33
2016
Q1 		$1.29M Buy
19,868
+1,054
+6% +$71.7K 1.15% 35
2015
Q4 		$1.45M Buy
+18,814
New +$1.49M 1.32% 27

Other funds holding NVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

Nixon Peabody Trust's NVS Position: Q2 2026 in Review

Nixon Peabody Trust increased its Novartis (NVS) stake by 35% in Q2 2026, buying an estimated $82.3K and bringing the position to 2,136 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #151.

Nixon Peabody Trust first reported a position in NVS in Q4 2015 and has held it in 43 quarters since. The position peaked at $14M in Q3 2024. 629 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Nixon Peabody Trust held 2,136 shares of Novartis worth $335K as of Q2 2026.
  • Nixon Peabody Trust bought 549 Novartis shares in Q2 2026, an estimated $82.3K.
  • Novartis made up 0.02% of Nixon Peabody Trust's portfolio in Q2 2026, its #151 holding.
  • Nixon Peabody Trust first reported a position in Novartis in Q4 2015 and has held it in 43 quarters since.
  • Nixon Peabody Trust's Novartis position peaked at $14M in Q3 2024.
  • 629 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

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