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Trust Point Inc’s Novartis NVS Stock Holding History

Trust Point Inc’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 		$994K Buy
6,344
+232
+4% +$34.8K 0.08% 122
2026
Q1 		$934K Buy
6,112
+616
+11% +$94.4K 0.08% 132
2025
Q4 		$758K Hold
5,496
– – 0.06% 159
2025
Q3 		$705K Hold
5,496
– – 0.06% 162
2025
Q2 		$665K Hold
5,496
– – 0.06% 144
2025
Q1 		$613K Buy
+5,496
New +$585K 0.06% 187

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Trust Point Inc's NVS Position: Q2 2026 in Review

Trust Point Inc increased its Novartis (NVS) stake by 3.8% in Q2 2026, buying an estimated $34.8K and bringing the position to 6,344 shares worth $994K. The position accounts for 0.08% of the portfolio, ranked #122.

Trust Point Inc first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Trust Point Inc held 6,344 shares of Novartis worth $994K as of Q2 2026.
  • Trust Point Inc bought 232 Novartis shares in Q2 2026, an estimated $34.8K.
  • Novartis made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #122 holding.
  • Trust Point Inc first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
  • 331 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.