Washington Trust Advisors’s Novartis NVS Stock Holding History

Washington Trust Advisors’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	$113K	Sell	737 -2	-0.3%	-$307	0.01%	280
2025 Q4	$102K	Hold	739	–	–	0.01%	285
2025 Q3	$94.7K	Sell	739 -3	-0.4%	-$366	0.01%	289
2025 Q2	$89.8K	Buy	742 +396	+114%	+$44.6K	0.01%	267
2025 Q1	$38.6K	Hold	346	–	–	﹤0.01%	345
2024 Q4	$33.7K	Sell	346 -353	-51%	-$37.6K	﹤0.01%	356
2024 Q3	$80.4K	Hold	699	–	–	0.01%	277
2024 Q2	$74.4K	Buy	699 +350	+100%	+$35.1K	0.01%	275
2024 Q1	$33.8K	Hold	349	–	–	﹤0.01%	358
2023 Q4	$35.2K	Hold	349	–	–	﹤0.01%	345
2023 Q3	$35.5K	Hold	349	–	–	﹤0.01%	342
2023 Q2	$35.2K	Hold	349	–	–	﹤0.01%	328
2023 Q1	$32.1K	Sell	349 -259	-43%	-$22.6K	﹤0.01%	359
2022 Q4	$55.2K	Sell	608 -1,112	-65%	-$93.7K	0.01%	302
2022 Q3	$131K	Sell	1,720 -226	-12%	-$18.7K	0.01%	242
2022 Q2	$164K	Sell	1,946 -500	-20%	-$43.9K	0.01%	221
2022 Q1	$214K	Sell	2,446 -13	-0.5%	-$1.13K	0.02%	227
2021 Q4	$215K	Buy	+2,459	New	+$204K	0.01%	239

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $5.72T AUM 30.48% 1-Year Est. Return

Washington Trust Advisors's NVS Position: Q1 2026 in Review

Washington Trust Advisors reduced its Novartis (NVS) stake by 0.27% in Q1 2026, selling an estimated $307 and leaving 737 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #280.

Washington Trust Advisors first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $215K in Q4 2021. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Washington Trust Advisors held 737 shares of Novartis worth $113K as of Q1 2026.
Washington Trust Advisors sold 2 Novartis shares in Q1 2026, an estimated $307.
Novartis made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #280 holding.
Washington Trust Advisors first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Novartis position peaked at $215K in Q4 2021.
1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.