Truist Financial’s Novartis NVS Stock Holding History

Truist 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
2021 Q1	–	Sell	-2,500	Closed	-$236K	–	2708
2020 Q4	$236K	Hold	2,500	–	–	﹤0.01%	2302
2020 Q3	$217K	Hold	2,500	–	–	﹤0.01%	2223
2020 Q2	$218K	Hold	2,500	–	–	﹤0.01%	2137
2020 Q1	$206K	Hold	2,500	–	–	﹤0.01%	2112
2019 Q4	$237K	Buy	+2,500	New	+$224K	﹤0.01%	2280

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Truist Financial's NVS Position: Q1 2026 in Review

Truist Financial increased its Novartis (NVS) stake by 6.1% in Q1 2026, buying an estimated $8.36M and bringing the position to 941,818 shares worth $144M. The position accounts for 0.19% of the portfolio, ranked #103.

Truist Financial first reported a position in NVS in Q2 2013 and has held it in 52 quarters since. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Truist Financial held 941,818 shares of Novartis worth $144M as of Q1 2026.
Truist Financial bought 54,522 Novartis shares in Q1 2026, an estimated $8.36M.
Novartis made up 0.19% of Truist Financial's portfolio in Q1 2026, its #103 holding.
Truist Financial first reported a position in Novartis in Q2 2013 and has held it in 52 quarters since.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.