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Novartis shares owned by First United Bank & Trust

Quarter-by-quarter ownership of Novartis (NVS) shares owned by First United Bank & Trust from 13F filings

Historical chart of First United Bank & Trust investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by First United Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by First United Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 200 115.02
2024-06-30 $25k 230 106.46
2024-03-31 $40k 414 96.73
2023-12-31 $42k 414 100.97

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Vanguard Index FDS McAp Vl Idxvip Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)

View all positions for First United Bank & Trust

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis