TBT
NVS icon

Texas Bank & Trust’s Novartis NVS Stock Holding History

Texas Bank & 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
Q1 		$821K Sell
5,378
-1,205
-18% -$185K 0.31% 85
2025
Q4 		$908K Sell
6,583
-20
-0.3% -$2.62K 0.33% 76
2025
Q3 		$847K Sell
6,603
-600
-8% -$73.2K 0.32% 84
2025
Q2 		$872K Sell
7,203
-504
-7% -$56.8K 0.35% 80
2025
Q1 		$859K Sell
7,707
-91
-1% -$9.69K 0.36% 78
2024
Q4 		$759K Buy
+7,798
New +$832K 0.31% 88

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Texas Bank & Trust's NVS Position: Q1 2026 in Review

Texas Bank & Trust reduced its Novartis (NVS) stake by 18% in Q1 2026, selling an estimated $185K and leaving 5,378 shares worth $821K. The position accounts for 0.31% of the portfolio, ranked #85.

Texas Bank & Trust first reported a position in NVS in Q4 2024 and has held it in 6 quarters since. The position peaked at $908K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Texas Bank & Trust held 5,378 shares of Novartis worth $821K as of Q1 2026.
  • Texas Bank & Trust sold 1,205 Novartis shares in Q1 2026, an estimated $185K.
  • Novartis made up 0.31% of Texas Bank & Trust's portfolio in Q1 2026, its #85 holding.
  • Texas Bank & Trust first reported a position in Novartis in Q4 2024 and has held it in 6 quarters since.
  • Texas Bank & Trust's Novartis position peaked at $908K in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.