Union Savings Bank’s Novartis NVS Stock Holding History

Union Savings 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 Q2	$265K	Hold	1,691	–	–	0.11%	108
2026 Q1	$258K	Sell	1,691 -215	-11%	-$33K	0.11%	115
2025 Q4	$263K	Buy	+1,906	New	+$250K	0.11%	114
2025 Q2	$217K	Hold	1,906	–	–	0.1%	122
2025 Q1	$212K	Hold	1,906	–	–	0.1%	123
2024 Q4	$185K	Hold	1,906	–	–	0.09%	131
2024 Q3	$219K	Hold	1,906	–	–	0.11%	122
2024 Q2	$203K	Sell	1,906 -87	-4%	-$8.73K	0.11%	122
2024 Q1	$193K	Hold	1,993	–	–	0.1%	124
2023 Q4	$201K	Hold	1,993	–	–	0.11%	125
2023 Q3	$203K	Hold	1,993	–	–	0.13%	121
2023 Q2	$209K	Buy	+1,993	New	+$199K	0.12%	122

Other funds holding NVS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Union Savings Bank's NVS Position: Q2 2026 in Review

Union Savings Bank held its Novartis (NVS) position steady in Q2 2026 at 1,691 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #108.

Union Savings Bank first reported a position in NVS in Q2 2023 and has held it in 12 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Union Savings Bank held 1,691 shares of Novartis worth $265K as of Q2 2026.
Union Savings Bank left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.11% of Union Savings Bank's portfolio in Q2 2026, its #108 holding.
Union Savings Bank first reported a position in Novartis in Q2 2023 and has held it in 12 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.