South Plains Financial’s Novartis NVS Stock Holding History

South Plains Financial’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	$46.4K	Hold	296	–	–	0.02%	171
2026 Q1	$45.2K	Buy	296 +25	+9%	+$3.83K	0.03%	172
2025 Q4	$37.4K	Hold	271	–	–	0.02%	192
2025 Q3	$34.8K	Buy	271 +76	+39%	+$9.27K	0.02%	174
2025 Q2	$23.6K	Buy	195 +143	+275%	+$16.1K	0.02%	175
2025 Q1	$5.8K	Buy	+52	New	+$5.54K	﹤0.01%	200

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

South Plains Financial's NVS Position: Q2 2026 in Review

South Plains Financial held its Novartis (NVS) position steady in Q2 2026 at 296 shares worth $46.4K. The position accounts for 0.02% of the portfolio, ranked #171.

South Plains Financial first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

South Plains Financial held 296 shares of Novartis worth $46.4K as of Q2 2026.
South Plains Financial left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.02% of South Plains Financial's portfolio in Q2 2026, its #171 holding.
South Plains Financial first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.