Trustmark National Bank Trust Department’s Novartis NVS Stock Holding History

Trustmark National Bank Trust Department’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 Q1	$4.03M	Sell	26,388 -448	-2%	-$68.7K	0.26%	75
2025 Q4	$3.7M	Sell	26,836 -52	-0.2%	-$6.81K	0.23%	76
2025 Q3	$3.45M	Sell	26,888 -318	-1%	-$38.8K	0.22%	85
2025 Q2	$3.29M	Sell	27,206 -131	-0.5%	-$14.8K	0.23%	88
2025 Q1	$3.05M	Sell	27,337 -27,867	-50%	-$2.97M	0.23%	88
2024 Q4	$5.37M	Sell	55,204 -9,813	-15%	-$1.05M	0.4%	58
2024 Q3	$7.48M	Sell	65,017 -1,615	-2%	-$183K	0.57%	39
2024 Q2	$7.09M	Buy	66,632 +663	+1%	+$66.6K	0.57%	37
2024 Q1	$6.38M	Sell	65,969 -2,025	-3%	-$208K	0.52%	43
2023 Q4	$6.87M	Sell	67,994 -1,292	-2%	-$125K	0.63%	37
2023 Q3	$7.06M	Buy	69,286 +40	+0.1%	+$4.06K	0.7%	30
2023 Q2	$6.99M	Buy	69,246 +4,987	+8%	+$499K	0.65%	33
2023 Q1	$5.91M	Buy	+64,259	New	+$5.61M	0.54%	44
2021 Q3	–	Sell	-3,449	Closed	-$314K	–	254
2021 Q2	$314K	Sell	3,449 -1,885	-35%	-$168K	0.02%	213
2021 Q1	$456K	Sell	5,334 -260	-5%	-$23.3K	0.04%	187
2020 Q4	$528K	Hold	5,594	–	–	0.05%	171
2020 Q3	$486K	Buy	+5,594	New	+$485K	0.05%	173
2019 Q3	–	Sell	-1,979	Closed	-$180K	–	439
2019 Q2	$180K	Buy	+1,979	New	+$167K	0.02%	245
2017 Q2	–	Sell	-4,627	Closed	-$308K	–	269
2017 Q1	$308K	Buy	4,627 +432	+10%	+$28.8K	0.04%	212
2016 Q4	$274K	Buy	+4,195	New	+$272K	0.04%	214
2015 Q3	–	Sell	-2,748	Closed	-$242K	–	358
2015 Q2	$242K	Sell	2,748 -136	-5%	-$12.5K	0.03%	306
2015 Q1	$255K	Buy	+2,884	New	+$256K	0.03%	304
2014 Q4	–	Sell	-4,234	Closed	-$357K	–	325
2014 Q3	$357K	Sell	4,234 -270	-6%	-$21.8K	0.05%	262
2014 Q2	$366K	Sell	4,504 -2,344	-34%	-$184K	0.04%	269
2014 Q1	$522K	Sell	6,848 -203	-3%	-$14.8K	0.06%	230
2013 Q4	$507K	Sell	7,051 -19	-0.3%	-$1.32K	0.06%	227
2013 Q3	$486K	Hold	7,070	–	–	0.06%	214
2013 Q2	$447K	Buy	+7,070	New	+$460K	0.06%	216

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 1-Year Est. Return

Trustmark National Bank Trust Department's NVS Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its Novartis (NVS) stake by 1.7% in Q1 2026, selling an estimated $68.7K and leaving 26,388 shares worth $4.03M. The position accounts for 0.26% of the portfolio, ranked #75.

Trustmark National Bank Trust Department first reported a position in NVS in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.48M in Q3 2024. 1,596 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Trustmark National Bank Trust Department held 26,388 shares of Novartis worth $4.03M as of Q1 2026.
Trustmark National Bank Trust Department sold 448 Novartis shares in Q1 2026, an estimated $68.7K.
Novartis made up 0.26% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #75 holding.
Trustmark National Bank Trust Department first reported a position in Novartis in Q2 2013 and has held it in 28 quarters since.
Trustmark National Bank Trust Department's Novartis position peaked at $7.48M in Q3 2024.
1,596 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.