Trust Point Inc
NVS icon

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
Q3 		$896K Sell
6,282
-62
-1% -$9.4K 0.07% 158
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Trust Point Inc's NVS Position: Q3 2026 in Review

Trust Point Inc reduced its Novartis (NVS) stake by 0.98% in Q3 2026, selling an estimated $9.4K and leaving 6,282 shares worth $896K. The position accounts for 0.07% of the portfolio, ranked #158.

Trust Point Inc first reported a position in NVS in Q1 2025 and has held it in 7 quarters since. The position peaked at $994K in Q2 2026. 631 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Trust Point Inc held 6,282 shares of Novartis worth $896K as of Q3 2026.
  • Trust Point Inc sold 62 Novartis shares in Q3 2026, an estimated $9.4K.
  • Novartis made up 0.07% of Trust Point Inc's portfolio in Q3 2026, its #158 holding.
  • Trust Point Inc first reported a position in Novartis in Q1 2025 and has held it in 7 quarters since.
  • Trust Point Inc's Novartis position peaked at $994K in Q2 2026.
  • 631 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.