Zions Bancorporation, National Association’s Novartis NVS Stock Holding History

Zions Bancorporation, National Association’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	$49.8K	Hold	318	–	–	﹤0.01%	556
2026 Q1	$48.6K	Sell	318 -21	-6%	-$3.22K	﹤0.01%	545
2025 Q4	$46.7K	Buy	339 +2	+0.6%	+$262	﹤0.01%	605
2025 Q3	$43.2K	Sell	337 -95	-22%	-$11.6K	﹤0.01%	561
2025 Q2	$52.3K	Sell	432 -77	-15%	-$8.68K	﹤0.01%	513
2025 Q1	$56.7K	Buy	+509	New	+$54.2K	﹤0.01%	465

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

Zions Bancorporation, National Association's NVS Position: Q2 2026 in Review

Zions Bancorporation, National Association held its Novartis (NVS) position steady in Q2 2026 at 318 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Zions Bancorporation, National Association first reported a position in NVS in Q1 2025 and has held it in 6 quarters since. The position peaked at $56.7K in Q1 2025. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Zions Bancorporation, National Association held 318 shares of Novartis worth $49.8K as of Q2 2026.
Zions Bancorporation, National Association left its Novartis share count unchanged in Q2 2026.
Novartis made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #556 holding.
Zions Bancorporation, National Association first reported a position in Novartis in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Novartis position peaked at $56.7K in Q1 2025.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.