Tompkins Financial’s Novartis NVS Stock Holding History

Tompkins 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	$139K	Buy	884 +53	+6%	+$7.95K	0.01%	241
2026 Q1	$127K	Buy	831 +271	+48%	+$41.5K	0.01%	245
2025 Q4	$77.2K	Hold	560	–	–	0.01%	275
2025 Q3	$71.8K	Sell	560 -1,250	-69%	-$153K	0.01%	286
2025 Q2	$219K	Sell	1,810 -1,100	-38%	-$124K	0.02%	178
2025 Q1	$324K	Hold	2,910	–	–	0.03%	149
2024 Q4	$283K	Hold	2,910	–	–	0.03%	152
2024 Q3	$335K	Hold	2,910	–	–	0.03%	146
2024 Q2	$310K	Sell	2,910 -63	-2%	-$6.32K	0.03%	156
2024 Q1	$288K	Buy	2,973 +663	+29%	+$68K	0.03%	163
2023 Q4	$233K	Hold	2,310	–	–	0.03%	181
2023 Q3	$235K	Hold	2,310	–	–	0.04%	154
2023 Q2	$233K	Sell	2,310 -334	-13%	-$33.4K	0.04%	163
2023 Q1	$243K	Sell	2,644 -50	-2%	-$4.37K	0.04%	157
2022 Q4	$244K	Hold	2,694	–	–	0.04%	155
2022 Q3	$205K	Hold	2,694	–	–	0.03%	166
2022 Q2	$228K	Sell	2,694 -465	-15%	-$40.8K	0.04%	168
2022 Q1	$278K	Buy	3,159 +560	+22%	+$48.5K	0.04%	165
2021 Q4	$227K	Hold	2,599	–	–	0.04%	128
2021 Q3	$213K	Buy	+2,599	New	+$234K	0.04%	130
2021 Q1	$272K	Sell	3,185 -139	-4%	-$12.5K	0.05%	122
2020 Q4	$314K	Buy	3,324 +39	+1%	+$3.41K	0.06%	118
2020 Q3	$286K	Hold	3,285	–	–	0.06%	132
2020 Q2	$287K	Hold	3,285	–	–	0.06%	129
2020 Q1	$271K	Sell	3,285 -25	-0.8%	-$2.23K	0.06%	131
2019 Q4	$313K	Buy	3,310 +1,100	+50%	+$98.7K	0.06%	140
2019 Q3	$192K	Hold	2,210	–	–	0.04%	153
2019 Q2	$202K	Sell	2,210 -284	-11%	-$24K	0.04%	152
2019 Q1	$215K	Sell	2,494 -502	-17%	-$40.3K	0.04%	154
2018 Q4	$230K	Hold	2,996	–	–	0.05%	151
2018 Q3	$231K	Hold	2,996	–	–	0.05%	162
2018 Q2	$203K	Buy	2,996 +641	+27%	+$44.2K	0.04%	168
2018 Q1	$171K	Buy	2,355 +2,048	+667%	+$156K	0.04%	175
2017 Q4	$23K	Sell	307 -673	-69%	-$50.8K	0.01%	282
2017 Q3	$75K	Hold	980	–	–	0.02%	198
2017 Q2	$73K	Hold	980	–	–	0.02%	194
2017 Q1	$65K	Hold	980	–	–	0.02%	201
2016 Q4	$64K	Hold	980	–	–	0.02%	195
2016 Q3	$69K	Buy	980 +33	+3%	+$2.4K	0.02%	189
2016 Q2	$70K	Hold	947	–	–	0.02%	215
2016 Q1	$61K	Sell	947 -252	-21%	-$17.1K	0.02%	223
2015 Q4	$93K	Hold	1,199	–	–	0.03%	207
2015 Q3	$99K	Sell	1,199 -2	-0.2%	-$178	0.03%	191
2015 Q2	$106K	Hold	1,201	–	–	0.03%	191
2015 Q1	$106K	Sell	1,201 -1,110	-48%	-$98.5K	0.03%	199
2014 Q4	$192K	Hold	2,311	–	–	0.05%	160
2014 Q3	$195K	Buy	2,311 +39	+2%	+$3.15K	0.05%	158
2014 Q2	$184K	Hold	2,272	–	–	0.05%	163
2014 Q1	$174K	Hold	2,272	–	–	0.04%	164
2013 Q4	$164K	Buy	2,272 +827	+57%	+$57.5K	0.04%	166
2013 Q3	$99K	Hold	1,445	–	–	0.03%	186
2013 Q2	$92K	Buy	+1,445	New	+$94K	0.03%	184

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

Tompkins Financial's NVS Position: Q2 2026 in Review

Tompkins Financial increased its Novartis (NVS) stake by 6.4% in Q2 2026, buying an estimated $7.95K and bringing the position to 884 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #241.

Tompkins Financial first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $335K in Q3 2024. 1,617 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Tompkins Financial held 884 shares of Novartis worth $139K as of Q2 2026.
Tompkins Financial bought 53 Novartis shares in Q2 2026, an estimated $7.95K.
Novartis made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #241 holding.
Tompkins Financial first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
Tompkins Financial's Novartis position peaked at $335K in Q3 2024.
1,617 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.