Plimoth Trust’s Novartis NVS Stock Holding History

Plimoth 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	$276K	Sell	1,762 -40	-2%	-$6K	0.06%	158
2026 Q1	$275K	Sell	1,802 -45	-2%	-$6.9K	0.06%	156
2025 Q4	$255K	Sell	1,847 -120	-6%	-$15.7K	0.06%	162
2025 Q3	$252K	Sell	1,967 -100	-5%	-$12.2K	0.06%	160
2025 Q2	$250K	Hold	2,067	–	–	0.06%	157
2025 Q1	$230K	Sell	2,067 -81	-4%	-$8.62K	0.06%	153
2024 Q4	$209K	Hold	2,148	–	–	0.05%	156
2024 Q3	$247K	Buy	+2,148	New	+$244K	0.06%	153
2022 Q3	–	Sell	-2,820	Closed	-$239K	–	158
2022 Q2	$239K	Sell	2,820 -177	-6%	-$15.5K	0.08%	154
2022 Q1	$263K	Sell	2,997 -27	-0.9%	-$2.34K	0.07%	156
2021 Q4	$265K	Sell	3,024 -80	-3%	-$6.64K	0.07%	154
2021 Q3	$254K	Sell	3,104 -205	-6%	-$18.4K	0.07%	154
2021 Q2	$302K	Sell	3,309 -20	-0.6%	-$1.78K	0.08%	151
2021 Q1	$284K	Sell	3,329 -680	-17%	-$61K	0.08%	152
2020 Q4	$378K	Sell	4,009 -1,123	-22%	-$98.1K	0.12%	133
2020 Q3	$446K	Sell	5,132 -660	-11%	-$57.2K	0.15%	124
2020 Q2	$505K	Sell	5,792 -966	-14%	-$83.4K	0.18%	121
2020 Q1	$558K	Sell	6,758 -1,280	-16%	-$114K	0.23%	113
2019 Q4	$761K	Sell	8,038 -893	-10%	-$80.1K	0.25%	112
2019 Q3	$776K	Sell	8,931 -915	-9%	-$82.2K	0.25%	113
2019 Q2	$899K	Sell	9,846 -3,145	-24%	-$266K	0.3%	101
2019 Q1	$1.12M	Sell	12,991 -1,249	-9%	-$100K	0.37%	83
2018 Q4	$1.09M	Sell	14,240 -1,074	-7%	-$83.6K	0.4%	80
2018 Q3	$1.18M	Sell	15,314 -1,685	-10%	-$125K	0.38%	81
2018 Q2	$1.15M	Sell	16,999 -3,281	-16%	-$226K	0.39%	82
2018 Q1	$1.47M	Sell	20,280 -549	-3%	-$41.8K	0.51%	67
2017 Q4	$1.57M	Buy	+20,829	New	+$1.57M	0.56%	59

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plimoth Trust's NVS Position: Q2 2026 in Review

Plimoth Trust reduced its Novartis (NVS) stake by 2.2% in Q2 2026, selling an estimated $6K and leaving 1,762 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #158.

Plimoth Trust first reported a position in NVS in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.57M in Q4 2017. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Plimoth Trust held 1,762 shares of Novartis worth $276K as of Q2 2026.
Plimoth Trust sold 40 Novartis shares in Q2 2026, an estimated $6K.
Novartis made up 0.06% of Plimoth Trust's portfolio in Q2 2026, its #158 holding.
Plimoth Trust first reported a position in Novartis in Q4 2017 and has held it in 27 quarters since.
Plimoth Trust's Novartis position peaked at $1.57M in Q4 2017.
1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.