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
Q2 		$31.3K Sell
200
-30
-13% -$4.5K 0.01% 358
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Community Bank's NVS Position: Q2 2026 in Review

United Community Bank reduced its Novartis (NVS) stake by 13% in Q2 2026, selling an estimated $4.5K and leaving 200 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #358.

United Community Bank first reported a position in NVS in Q1 2022 and has held it in 18 quarters since. The position peaked at $306K in Q1 2024. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • United Community Bank held 200 shares of Novartis worth $31.3K as of Q2 2026.
  • United Community Bank sold 30 Novartis shares in Q2 2026, an estimated $4.5K.
  • Novartis made up 0.01% of United Community Bank's portfolio in Q2 2026, its #358 holding.
  • United Community Bank first reported a position in Novartis in Q1 2022 and has held it in 18 quarters since.
  • United Community Bank's Novartis position peaked at $306K in Q1 2024.
  • 1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.