NVS β€” Novartis AG-ADR

Ownership history in First County Bank /CT/  Β·  4 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Novartis AG-ADR (NVS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows NVS at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Novartis AG-ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVS was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held NVS β€” position size vs. price
% of Fund (quarterly)    NVS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,014 +552 +37.8% 0.16% $308K 2026-05-15 (Est.) $154.05
2025 Q4 REDUCED 1,462 -332 -18.5% 0.11% $202K 2026-01-14 $141.84
2025 Q3 ADDED 1,794 +75 +4.4% 0.12% $230K 2025-10-08 $128.40
2025 Q2 INITIATED 1,719 β€” β€” 0.11% $208K 2025-07-17 $111.14

FAQ About First County Bank /CT/ and NVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning NVS?

First County Bank /CT/ reported NVS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported NVS position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for NVS was 0.16% in 2026 Q1.

What is the latest reported NVS position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 2,014 shares, equal to 0.16% of portfolio, with an estimated market value of $308K.

What does the chart on this NVS ownership page compare?

The chart compares First County Bank /CT/'s quarterly NVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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