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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
Q2 		$851K Buy
5,429
+51
+0.9% +$7.65K 0.28% 87
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Texas Bank & Trust's NVS Position: Q2 2026 in Review

Texas Bank & Trust increased its Novartis (NVS) stake by 0.95% in Q2 2026, buying an estimated $7.65K and bringing the position to 5,429 shares worth $851K. The position accounts for 0.28% of the portfolio, ranked #87.

Texas Bank & Trust first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $908K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Texas Bank & Trust held 5,429 shares of Novartis worth $851K as of Q2 2026.
  • Texas Bank & Trust bought 51 Novartis shares in Q2 2026, an estimated $7.65K.
  • Novartis made up 0.28% of Texas Bank & Trust's portfolio in Q2 2026, its #87 holding.
  • Texas Bank & Trust first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Texas Bank & Trust's Novartis position peaked at $908K in Q4 2025.
  • 1,621 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.