Sanibel Captiva Trust Company’s Novartis NVS Stock Holding History

Sanibel Captiva 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
2026 Q2	$2.07M	Buy	13,186 +961	+8%	+$144K	0.05%	194
2026 Q1	$1.87M	Buy	12,225 +152	+1%	+$23.3K	0.05%	187
2025 Q4	$1.66M	Buy	12,073 +992	+9%	+$130K	0.05%	190
2025 Q3	$1.42M	Sell	11,081 -350	-3%	-$42.7K	0.04%	208
2025 Q2	$1.38M	Buy	11,431 +530	+5%	+$59.7K	0.04%	199
2025 Q1	$1.22M	Sell	10,901 -939	-8%	-$100K	0.04%	209
2024 Q4	$1.15M	Sell	11,840 -405	-3%	-$43.2K	0.04%	212
2024 Q3	$1.41M	Hold	12,245	–	–	0.05%	195
2024 Q2	$1.3M	Hold	12,245	–	–	0.04%	189
2024 Q1	$1.18M	Sell	12,245 -3,053	-20%	-$313K	0.04%	191
2023 Q4	$1.54M	Buy	+15,298	New	+$1.48M	0.06%	163

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

Sanibel Captiva Trust Company's NVS Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Novartis (NVS) stake by 7.9% in Q2 2026, buying an estimated $144K and bringing the position to 13,186 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #194.

Sanibel Captiva Trust Company first reported a position in NVS in Q4 2023 and has held it in 11 quarters since. 1,612 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Sanibel Captiva Trust Company held 13,186 shares of Novartis worth $2.07M as of Q2 2026.
Sanibel Captiva Trust Company bought 961 Novartis shares in Q2 2026, an estimated $144K.
Novartis made up 0.05% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #194 holding.
Sanibel Captiva Trust Company first reported a position in Novartis in Q4 2023 and has held it in 11 quarters since.
1,612 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.