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Old Point Trust & Financial Services N A’s Novartis NVS Stock Holding History

Old Point Trust & Financial Services N A’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 		$26K Buy
166
+17
+11% +$2.55K 0.01% 216
2026
Q1 		$22.8K Hold
149
– – 0.01% 216
2025
Q4 		$20.5K Buy
+149
New +$19.5K 0.01% 237

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

Old Point Trust & Financial Services N A's NVS Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its Novartis (NVS) stake by 11% in Q2 2026, buying an estimated $2.55K and bringing the position to 166 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #216.

Old Point Trust & Financial Services N A first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Old Point Trust & Financial Services N A held 166 shares of Novartis worth $26K as of Q2 2026.
  • Old Point Trust & Financial Services N A bought 17 Novartis shares in Q2 2026, an estimated $2.55K.
  • Novartis made up 0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #216 holding.
  • Old Point Trust & Financial Services N A first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.