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Pinnacle Financial Partners (Georgia)’s Novartis NVS Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$3.09M Sell
19,742
-1,012
-5% -$152K 0.02% 408
2026
Q1 		$3.17M Sell
20,754
-483
-2% -$74K 0.02% 383
2025
Q4 		$2.93M Buy
+21,237
New +$2.78M 0.02% 390

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

Pinnacle Financial Partners (Georgia)'s NVS Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Novartis (NVS) stake by 4.9% in Q2 2026, selling an estimated $152K and leaving 19,742 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #408.

Pinnacle Financial Partners (Georgia) first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.17M in Q1 2026. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 19,742 shares of Novartis worth $3.09M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,012 Novartis shares in Q2 2026, an estimated $152K.
  • Novartis made up 0.02% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #408 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Novartis position peaked at $3.17M in Q1 2026.
  • 1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.