UCB
NVS icon

United Community Bank’s Novartis NVS Stock Holding History

United Community 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 		$35.1K Sell
230
-1,066
-82% -$163K 0.01% 371
2025
Q4 		$179K Hold
1,296
– – 0.07% 174
2025
Q3 		$166K Sell
1,296
-50
-4% -$6.1K 0.05% 221
2025
Q2 		$163K Sell
1,346
-95
-7% -$10.7K 0.06% 203
2025
Q1 		$161K Hold
1,441
– – 0.06% 204
2024
Q4 		$140K Hold
1,441
– – 0.05% 211
2024
Q3 		$166K Sell
1,441
-295
-17% -$33.5K 0.06% 201
2024
Q2 		$185K Sell
1,736
-1,366
-44% -$137K 0.07% 192
2024
Q1 		$306K Buy
3,102
+1,351
+77% +$139K 0.12% 137
2023
Q4 		$177K Buy
1,751
+10
+0.6% +$965 0.07% 195
2023
Q3 		$177K Buy
1,741
+1,246
+252% +$126K 0.09% 162
2023
Q2 		$50K Buy
495
+300
+154% +$30K 0.04% 178
2023
Q1 		$17.9K Hold
195
– – 0.02% 194
2022
Q4 		$17.7K Hold
195
– – 0.02% 209
2022
Q3 		$14.8K Hold
195
– – 0.02% 214
2022
Q2 		$16.5K Buy
195
+30
+18% +$2.63K 0.02% 213
2022
Q1 		$14.5K Buy
+165
New +$14.3K 0.01% 220

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 $761B 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 $5.7T AUM 30.48% 1-Year Est. Return