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UMB Bank’s Novartis NVS Stock Holding History

UMB Bank’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 		$1.02M Sell
6,664
-11
-0.2% -$1.69K 0.01% 357
2025
Q4 		$920K Buy
6,675
+1,010
+18% +$132K 0.01% 368
2025
Q3 		$726K Sell
5,665
-254
-4% -$31K 0.01% 374
2025
Q2 		$716K Sell
5,919
-49
-0.8% -$5.52K 0.01% 366
2025
Q1 		$665K Sell
5,968
-1,451
-20% -$154K 0.01% 374
2024
Q4 		$722K Sell
7,419
-2,823
-28% -$301K 0.01% 361
2024
Q3 		$1.18M Sell
10,242
-50
-0.5% -$5.67K 0.02% 304
2024
Q2 		$1.1M Sell
10,292
-103
-1% -$10.3K 0.02% 311
2024
Q1 		$1.01M Sell
10,395
-496
-5% -$50.9K 0.02% 327
2023
Q4 		$1.1M Sell
10,891
-775
-7% -$74.8K 0.02% 316
2023
Q3 		$1.19M Sell
11,666
-560
-5% -$56.8K 0.02% 298
2023
Q2 		$1.23M Sell
12,226
-108
-0.9% -$10.8K 0.02% 308
2023
Q1 		$1.13M Buy
12,334
+883
+8% +$77.1K 0.02% 314
2022
Q4 		$1.04M Sell
11,451
-1,187
-9% -$100K 0.02% 332
2022
Q3 		$961K Sell
12,638
-182
-1% -$15.1K 0.02% 346
2022
Q2 		$1.08M Sell
12,820
-946
-7% -$83K 0.02% 354
2022
Q1 		$1.21M Sell
13,766
-41
-0.3% -$3.55K 0.02% 359
2021
Q4 		$1.21M Buy
+13,807
New +$1.15M 0.02% 371

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UMB Bank's NVS Position: Q1 2026 in Review

UMB Bank reduced its Novartis (NVS) stake by 0.16% in Q1 2026, selling an estimated $1.69K and leaving 6,664 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #357.

UMB Bank first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2023. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • UMB Bank held 6,664 shares of Novartis worth $1.02M as of Q1 2026.
  • UMB Bank sold 11 Novartis shares in Q1 2026, an estimated $1.69K.
  • Novartis made up 0.01% of UMB Bank's portfolio in Q1 2026, its #357 holding.
  • UMB Bank first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Novartis position peaked at $1.23M in Q2 2023.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.