RT
NVS icon

Rockland Trust’s Novartis NVS Stock Holding History

Rockland 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 		$263K Sell
1,677
-151
-8% -$22.6K 0.01% 290
2026
Q1 		$279K Sell
1,828
-101
-5% -$15.5K 0.01% 282
2025
Q4 		$266K Buy
1,929
+79
+4% +$10.3K 0.01% 274
2025
Q3 		$237K Hold
1,850
– – 0.01% 281
2025
Q2 		$224K Sell
1,850
-149
-7% -$16.8K 0.01% 245
2025
Q1 		$223K Sell
1,999
-296
-13% -$31.5K 0.01% 251
2024
Q4 		$223K Hold
2,295
– – 0.01% 257
2024
Q3 		$264K Hold
2,295
– – 0.01% 246
2024
Q2 		$244K Buy
+2,295
New +$230K 0.01% 267
2021
Q4 		– Sell
-2,501
Closed -$205K – 302
2021
Q3 		$205K Sell
2,501
-142
-5% -$12.8K 0.01% 276
2021
Q2 		$241K Sell
2,643
-128
-5% -$11.4K 0.02% 257
2021
Q1 		$237K Buy
2,771
+129
+5% +$11.6K 0.02% 248
2020
Q4 		$249K Sell
2,642
-72
-3% -$6.29K 0.02% 234
2020
Q3 		$236K Sell
2,714
-178
-6% -$15.4K 0.02% 238
2020
Q2 		$253K Sell
2,892
-79
-3% -$6.82K 0.02% 215
2020
Q1 		$245K Buy
2,971
+50
+2% +$4.46K 0.02% 219
2019
Q4 		$276K Hold
2,921
– – 0.02% 231
2019
Q3 		$249K Buy
2,921
+200
+7% +$18K 0.02% 239
2019
Q2 		$248K Buy
+2,721
New +$230K 0.02% 212
2018
Q4 		– Sell
-3,273
Closed -$253K – 254
2018
Q3 		$253K Buy
+3,273
New +$242K 0.03% 194
2018
Q2 		– Sell
-2,911
Closed -$211K – 208
2018
Q1 		$211K Buy
+2,911
New +$222K 0.03% 197

Other funds holding NVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rockland Trust's NVS Position: Q2 2026 in Review

Rockland Trust reduced its Novartis (NVS) stake by 8.3% in Q2 2026, selling an estimated $22.6K and leaving 1,677 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #290.

Rockland Trust first reported a position in NVS in Q1 2018 and has held it in 21 quarters since. The position peaked at $279K in Q1 2026. 786 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Rockland Trust held 1,677 shares of Novartis worth $263K as of Q2 2026.
  • Rockland Trust sold 151 Novartis shares in Q2 2026, an estimated $22.6K.
  • Novartis made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #290 holding.
  • Rockland Trust first reported a position in Novartis in Q1 2018 and has held it in 21 quarters since.
  • Rockland Trust's Novartis position peaked at $279K in Q1 2026.
  • 786 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.