Peoples Financial Services Corp’s Novartis NVS Stock Holding History

Peoples Financial Services Corp’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 Q1	$265K	Sell	1,736 -19	-1%	-$2.91K	0.13%	125
2025 Q4	$242K	Hold	1,755	–	–	0.11%	124
2025 Q3	$225K	Hold	1,755	–	–	0.1%	129
2025 Q2	$212K	Sell	1,755 -329	-16%	-$37.1K	0.11%	129
2025 Q1	$232K	Hold	2,084	–	–	0.11%	126
2024 Q4	$203K	Sell	2,084 -273	-12%	-$29.1K	0.09%	125
2024 Q3	$271K	Sell	2,357 -40	-2%	-$4.54K	0.12%	122
2024 Q2	$255K	Sell	2,397 -106	-4%	-$10.6K	0.12%	120
2024 Q1	$242K	Sell	2,503 -224	-8%	-$23K	0.11%	124
2023 Q4	$275K	Hold	2,727	–	–	0.12%	125
2023 Q3	$278K	Sell	2,727 -2	-0.1%	-$203	0.13%	122
2023 Q2	$275K	Hold	2,729	–	–	0.12%	126
2023 Q1	$251K	Sell	2,729 -347	-11%	-$30.3K	0.12%	128
2022 Q4	$279K	Hold	3,076	–	–	0.13%	127
2022 Q3	$234K	Hold	3,076	–	–	0.12%	127
2022 Q2	$260K	Hold	3,076	–	–	0.12%	129
2022 Q1	$270K	Sell	3,076 -200	-6%	-$17.3K	0.12%	129
2021 Q4	$287K	Hold	3,276	–	–	0.11%	125
2021 Q3	$268K	Sell	3,276 -150	-4%	-$13.5K	0.11%	125
2021 Q2	$312K	Hold	3,426	–	–	0.13%	121
2021 Q1	$293K	Hold	3,426	–	–	0.13%	118
2020 Q4	$324K	Hold	3,426	–	–	0.15%	102
2020 Q3	$298K	Hold	3,426	–	–	0.15%	101
2020 Q2	$299K	Hold	3,426	–	–	0.16%	97
2020 Q1	$283K	Hold	3,426	–	–	0.17%	100
2019 Q4	$324K	Hold	3,426	–	–	0.15%	103
2019 Q3	$298K	Sell	3,426 -50	-1%	-$4.49K	0.15%	103
2019 Q2	$317K	Sell	3,476 -403	-10%	-$34.1K	0.16%	100
2019 Q1	$334K	Hold	3,879	–	–	0.17%	96
2018 Q4	$298K	Hold	3,879	–	–	0.17%	97
2018 Q3	$299K	Sell	3,879 -558	-13%	-$41.3K	0.15%	97
2018 Q2	$301K	Hold	4,437	–	–	0.17%	92
2018 Q1	$322K	Sell	4,437 -163	-4%	-$12.4K	0.18%	92
2017 Q4	$346K	Hold	4,600	–	–	0.19%	92
2017 Q3	$354K	Hold	4,600	–	–	0.2%	90
2017 Q2	$344K	Hold	4,600	–	–	0.2%	88
2017 Q1	$306K	Buy	4,600 +2,232	+94%	+$149K	0.18%	93
2016 Q4	$175K	Hold	2,368	–	–	0.11%	102
2016 Q3	$168K	Hold	2,368	–	–	0.1%	107
2016 Q2	$175K	Hold	2,368	–	–	0.11%	102
2016 Q1	$154K	Hold	2,368	–	–	0.1%	107
2015 Q4	$183K	Hold	2,368	–	–	0.12%	100
2015 Q3	$195K	Hold	2,368	–	–	0.14%	100
2015 Q2	$209K	Hold	2,368	–	–	0.14%	98
2015 Q1	$209K	Hold	2,368	–	–	0.14%	97
2014 Q4	$196K	Sell	2,368 -447	-16%	-$37.1K	0.13%	95
2014 Q3	$237K	Buy	2,815 +224	+9%	+$18.1K	0.16%	90
2014 Q2	$211K	Hold	2,591	–	–	0.13%	98
2014 Q1	$198K	Sell	2,591 -1,005	-28%	-$73.2K	0.15%	95
2013 Q4	$259K	Buy	+3,596	New	+$250K	0.17%	93

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peoples Financial Services Corp's NVS Position: Q1 2026 in Review

Peoples Financial Services Corp reduced its Novartis (NVS) stake by 1.1% in Q1 2026, selling an estimated $2.91K and leaving 1,736 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #125.

Peoples Financial Services Corp first reported a position in NVS in Q4 2013 and has held it in 50 quarters since. The position peaked at $354K in Q3 2017. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Peoples Financial Services Corp held 1,736 shares of Novartis worth $265K as of Q1 2026.
Peoples Financial Services Corp sold 19 Novartis shares in Q1 2026, an estimated $2.91K.
Novartis made up 0.13% of Peoples Financial Services Corp's portfolio in Q1 2026, its #125 holding.
Peoples Financial Services Corp first reported a position in Novartis in Q4 2013 and has held it in 50 quarters since.
Peoples Financial Services Corp's Novartis position peaked at $354K in Q3 2017.
1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.