Perkins Coie Trust Company’s Novartis NVS Stock Holding History

Perkins Coie Trust Company’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
2025 Q3	–	Sell	-400	Closed	-$48.4K	–	319
2025 Q2	$48.4K	Sell	400 -5	-1%	-$564	0.01%	190
2025 Q1	$45.1K	Sell	405 -27	-6%	-$2.87K	0.01%	188
2024 Q4	$42K	Sell	432 -97	-18%	-$10.3K	0.01%	190
2024 Q3	$60.8K	Hold	529	–	–	0.01%	182
2024 Q2	$56.3K	Hold	529	–	–	0.01%	184
2024 Q1	$51.2K	Hold	529	–	–	0.01%	159
2023 Q4	$53.4K	Hold	529	–	–	0.01%	155
2023 Q3	$53.9K	Buy	529 +400	+310%	+$40.6K	0.02%	158
2023 Q2	$13K	Sell	129 -611	-83%	-$61.1K	﹤0.01%	172
2023 Q1	$68.1K	Buy	740 +611	+474%	+$53.4K	0.02%	117
2022 Q4	$11.7K	Sell	129 -460	-78%	-$38.7K	﹤0.01%	178
2022 Q3	$45K	Sell	589 -76	-11%	-$6.3K	0.02%	129
2022 Q2	$56K	Sell	665 -394	-37%	-$34.6K	0.02%	122
2022 Q1	$93K	Sell	1,059 -871	-45%	-$75.4K	0.03%	107
2021 Q4	$169K	Sell	1,930 -12,423	-87%	-$1.03M	0.05%	89
2021 Q3	$1.17M	Sell	14,353 -10,986	-43%	-$988K	0.37%	60
2021 Q2	$2.31M	Buy	25,339 +244	+1%	+$21.7K	0.71%	51
2021 Q1	$2.15M	Sell	25,095 -276	-1%	-$24.8K	0.71%	51
2020 Q4	$2.4M	Buy	25,371 +1,583	+7%	+$138K	0.82%	47
2020 Q3	$2.07M	Buy	23,788 +373	+2%	+$32.3K	0.83%	47
2020 Q2	$2.04M	Buy	23,415 +878	+4%	+$75.8K	0.84%	48
2020 Q1	$1.86M	Sell	22,537 -973	-4%	-$86.8K	0.95%	45
2019 Q4	$2.23M	Buy	23,510 +1,183	+5%	+$106K	0.91%	47
2019 Q3	$1.94M	Buy	22,327 +90	+0.4%	+$8.08K	0.86%	48
2019 Q2	$2.03M	Sell	22,237 -3,106	-12%	-$263K	0.92%	44
2019 Q1	$2.18M	Buy	25,343 +412	+2%	+$33.1K	1.02%	39
2018 Q4	$1.92M	Buy	24,931 +16	+0.1%	+$1.25K	1%	40
2018 Q3	$1.92M	Sell	24,915 -13	-0.1%	-$961	0.89%	45
2018 Q2	$1.69M	Buy	24,928 +292	+1%	+$20.1K	0.83%	46
2018 Q1	$1.78M	Buy	24,636 +732	+3%	+$55.7K	0.89%	45
2017 Q4	$1.8M	Buy	23,904 +32	+0.1%	+$2.41K	0.9%	44
2017 Q3	$1.84M	Buy	23,872 +174	+0.7%	+$13.1K	0.95%	43
2017 Q2	$1.77M	Buy	23,698 +15	+0.1%	+$1.06K	0.95%	39
2017 Q1	$1.58M	Sell	23,683 -452	-2%	-$30.1K	0.93%	42
2016 Q4	$1.57M	Sell	24,135 -1,591	-6%	-$103K	0.96%	40
2016 Q3	$1.82M	Buy	25,726 +425	+2%	+$31K	1.15%	35
2016 Q2	$1.87M	Buy	25,301 +1,830	+8%	+$126K	1.23%	32
2016 Q1	$1.52M	Sell	23,471 -1,341	-5%	-$91.2K	1.04%	39
2015 Q4	$1.91M	Buy	24,812 +190	+0.8%	+$15.1K	1.43%	28
2015 Q3	$2.03M	Buy	24,622 +78	+0.3%	+$6.94K	1.63%	22
2015 Q2	$2.16M	Sell	24,544 -338	-1%	-$31K	1.63%	19
2015 Q1	$2.2M	Sell	24,882 -293	-1%	-$26K	1.69%	19
2014 Q4	$2.09M	Buy	25,175 +231	+0.9%	+$19.1K	1.67%	24
2014 Q3	$2.1M	Buy	24,944 +372	+2%	+$30.1K	1.77%	16
2014 Q2	$1.99M	Sell	24,572 -815	-3%	-$64.1K	1.86%	17
2014 Q1	$1.93M	Buy	25,387 +377	+2%	+$27.5K	1.87%	17
2013 Q4	$1.8M	Buy	+25,010	New	+$1.74M	1.77%	21

Other funds holding NVS

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

Perkins Coie Trust Company's NVS Position: Q3 2025 in Review

Perkins Coie Trust Company sold out of Novartis (NVS) in Q3 2025, closing a stake of 400 shares — an estimated $48.4K sold.

Perkins Coie Trust Company first reported a position in NVS in Q4 2013 and held it in 47 quarters. The position peaked at $2.4M in Q4 2020. 1,400 funds tracked by Wall St. Rank hold NVS as of Q3 2025.

Perkins Coie Trust Company reported no remaining Novartis position as of Q3 2025 after selling out during the quarter.
Perkins Coie Trust Company sold 400 Novartis shares in Q3 2025, an estimated $48.4K.
Perkins Coie Trust Company first reported a position in Novartis in Q4 2013 and held it in 47 quarters.
Perkins Coie Trust Company's Novartis position peaked at $2.4M in Q4 2020.
1,400 funds tracked by Wall St. Rank held Novartis as of Q3 2025.

Based on Perkins Coie Trust Company's 13F filing for Q3 2025, filed 9 Oct 2025.