Sandy Spring Bank’s Novartis NVS Stock Holding History

Sandy Spring Bank’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 Q1	$1.29M	Sell	11,593 -681	-6%	-$72.5K	0.05%	204
2024 Q4	$1.19M	Sell	12,274 -684	-5%	-$72.9K	0.05%	212
2024 Q3	$1.49M	Sell	12,958 -465	-3%	-$52.8K	0.06%	191
2024 Q2	$1.43M	Sell	13,423 -993	-7%	-$99.7K	0.06%	190
2024 Q1	$1.39M	Buy	14,416 +19	+0.1%	+$1.95K	0.06%	189
2023 Q4	$1.45M	Sell	14,397 -617	-4%	-$59.6K	0.07%	183
2023 Q3	$1.53M	Sell	15,014 -293	-2%	-$29.7K	0.09%	174
2023 Q2	$1.54M	Sell	15,307 -1,254	-8%	-$125K	0.08%	181
2023 Q1	$1.52M	Sell	16,561 -746	-4%	-$65.2K	0.09%	177
2022 Q4	$1.57M	Sell	17,307 -866	-5%	-$72.9K	0.09%	168
2022 Q3	$1.38M	Sell	18,173 -2,320	-11%	-$192K	0.09%	176
2022 Q2	$1.73M	Sell	20,493 -1,173	-5%	-$103K	0.1%	167
2022 Q1	$1.9M	Sell	21,666 -405	-2%	-$35.1K	0.1%	167
2021 Q4	$1.93M	Sell	22,071 -2,072	-9%	-$172K	0.09%	168
2021 Q3	$1.97M	Sell	24,143 -2,587	-10%	-$233K	0.1%	165
2021 Q2	$2.44M	Sell	26,730 -3,607	-12%	-$321K	0.13%	153
2021 Q1	$2.59M	Sell	30,337 -4,795	-14%	-$430K	0.15%	134
2020 Q4	$3.32M	Sell	35,132 -4,248	-11%	-$371K	0.2%	116
2020 Q3	$3.42M	Sell	39,380 -3,317	-8%	-$287K	0.23%	107
2020 Q2	$3.73M	Sell	42,697 -260	-0.6%	-$22.4K	0.28%	91
2020 Q1	$3.54M	Sell	42,957 -4,085	-9%	-$364K	0.32%	80
2019 Q4	$4.45M	Sell	47,042 -1,061	-2%	-$95.2K	0.32%	81
2019 Q3	$4.18M	Sell	48,103 -415	-0.9%	-$37.3K	0.33%	77
2019 Q2	$4.43M	Sell	48,518 -7,370	-13%	-$624K	0.36%	76
2019 Q1	$4.81M	Sell	55,888 -1,417	-2%	-$114K	0.41%	67
2018 Q4	$4.41M	Sell	57,305 -1,639	-3%	-$128K	0.42%	63
2018 Q3	$4.55M	Sell	58,944 -6,380	-10%	-$472K	0.37%	73
2018 Q2	$4.42M	Sell	65,324 -4,087	-6%	-$282K	0.38%	67
2018 Q1	$5.03M	Sell	69,411 -5,333	-7%	-$406K	0.45%	56
2017 Q4	$5.62M	Sell	74,744 -3,070	-4%	-$232K	0.51%	47
2017 Q3	$5.99M	Sell	77,814 -1,326	-2%	-$100K	0.57%	43
2017 Q2	$5.94M	Sell	79,140 -3,502	-4%	-$248K	0.58%	44
2017 Q1	$5.52M	Sell	82,642 -7,274	-8%	-$485K	0.55%	46
2016 Q4	$5.89M	Sell	89,916 -1,813	-2%	-$118K	0.61%	41
2016 Q3	$6.51M	Sell	91,729 -778	-0.8%	-$56.7K	0.7%	35
2016 Q2	$6.89M	Sell	92,507 -2,093	-2%	-$145K	0.79%	28
2016 Q1	$6.14M	Sell	94,600 -926	-1%	-$63K	0.7%	31
2015 Q4	$7.37M	Buy	95,526 +1,809	+2%	+$144K	0.86%	25
2015 Q3	$7.72M	Buy	93,717 +2,533	+3%	+$225K	0.95%	21
2015 Q2	$8.04M	Sell	91,184 -143	-0.2%	-$13.1K	0.91%	23
2015 Q1	$8.07M	Buy	91,327 +919	+1%	+$81.5K	0.94%	21
2014 Q4	$7.51M	Sell	90,408 -249	-0.3%	-$20.6K	0.9%	24
2014 Q3	$7.65M	Sell	90,657 -2,087	-2%	-$169K	0.94%	22
2014 Q2	$7.52M	Sell	92,744 -1,772	-2%	-$139K	0.94%	24
2014 Q1	$7.2M	Buy	94,516 +771	+0.8%	+$56.2K	1.11%	18
2013 Q4	$6.75M	Buy	93,745 +40,471	+76%	+$2.81M	0.95%	23
2013 Q3	$3.66M	Sell	53,274 -45,107	-46%	-$2.98M	0.54%	61
2013 Q2	$6.23M	Buy	+98,381	New	+$6.4M	0.98%	26

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sandy Spring Bank's NVS Position: Q1 2025 in Review

Sandy Spring Bank reduced its Novartis (NVS) stake by 5.5% in Q1 2025, selling an estimated $72.5K and leaving 11,593 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #204.

Sandy Spring Bank first reported a position in NVS in Q2 2013 and has held it in 48 quarters since. The position peaked at $8.07M in Q1 2015. 1,357 funds tracked by Wall St. Rank hold NVS as of Q1 2025.

Sandy Spring Bank held 11,593 shares of Novartis worth $1.29M as of Q1 2025.
Sandy Spring Bank sold 681 Novartis shares in Q1 2025, an estimated $72.5K.
Novartis made up 0.05% of Sandy Spring Bank's portfolio in Q1 2025, its #204 holding.
Sandy Spring Bank first reported a position in Novartis in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Novartis position peaked at $8.07M in Q1 2015.
1,357 funds tracked by Wall St. Rank held Novartis as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.