How many shares of NVS does Chevy Chase Trust Holdings, LLC own?

As of 2026-Q2, Chevy Chase Trust Holdings, LLC holds 1M shares of NVS (NOVARTIS AG-SPONSORED ADR).

What is Chevy Chase Trust Holdings, LLC's NVS position worth?

As of 2026-Q2, Chevy Chase Trust Holdings, LLC's NVS position is worth $162M.

Is Chevy Chase Trust Holdings, LLC buying or selling NVS?

In 2026-Q2, Chevy Chase Trust Holdings, LLC decreased their NVS position (-1.5% change in shares).

When did Chevy Chase Trust Holdings, LLC first buy NVS?

Based on available 13F filings, Chevy Chase Trust Holdings, LLC first reported a position in NVS in 2018-Q4. They have held the position across 31 quarters.

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Chevy Chase Trust Holdings, LLC

NVS
31 quarters

Position history for Chevy Chase Trust Holdings, LLC's holdings in NOVARTIS AG-SPONSORED ADR

Current Value

$162M

Current Shares

Total Value Change

+$111.6M

Total Shares Change

+445,867

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1M	-1.5%	$162M	0.4%	$156.72	0
2026-Q1	Decreased	1M	-1.1%	$160.4M	0.5%	$164.18	0
2025-Q4	Decreased	1.1M	-6.6%	$146.3M	0.4%	$138.72	0
2025-Q3	Increased	1.1M	+0.1%	$145.7M	0.4%	$124.10	36
2025-Q2	Increased	1.1M	+3.1%	$137.4M	0.4%	$120.01	37
2025-Q1	Decreased	1.1M	-5.2%	$122.8M	0.4%	$112.57	0
2024-Q4	Increased	1.2M	+4.7%	$113M	0.3%	$93.84	38
2024-Q3	Decreased	1.1M	-0.3%	$127.6M	0.4%	$111.46	0
2024-Q2	Increased	1.1M	+31.7%	$118.4M	0.4%	$102.64	46
2024-Q1	Increased	845,001	+3.6%	$81.7M	0.3%	$93.26	37
2023-Q4	Increased	815,804	+11.3%	$82.4M	0.3%	$93.80	40
2023-Q3	Increased	732,895	+0.3%	$74.7M	0.3%	$94.63	35
2023-Q2	Increased	730,628	+6.1%	$73.7M	0.3%	$92.31	38
2023-Q1	Decreased	688,806	-28.3%	$63.4M	0.3%	$85.08	0
2022-Q4	Decreased	960,068	-17.8%	$87.1M	0.4%	$80.77	0
2022-Q3	Increased	1.2M	+10.8%	$88.7M	0.4%	$68.17	40
2022-Q2	Increased	1.1M	+36.7%	$89.1M	0.4%	$75.47	47
2022-Q1	Decreased	770,746	-1.6%	$67.6M	0.2%	$78.31	0
2021-Q4	Increased	783,636	+1.7%	$68.5M	0.2%	$74.74	36
2021-Q3	Decreased	770,461	-15.5%	$63M	0.2%	$70.83	0
2021-Q2	Increased	911,695	+5.1%	$83.2M	0.3%	$78.47	37
2021-Q1	Increased	867,094	+3.4%	$74.1M	0.3%	$74.36	37
2020-Q4	Decreased	838,267	-1.9%	$79.2M	0.3%	$77.52	0
2020-Q3	Decreased	854,595	-2.7%	$74.3M	0.3%	$71.51	0
2020-Q2	Increased	878,602	+3.5%	$76.7M	0.3%	$71.75	37
2020-Q1	Decreased	849,144	-0.7%	$70M	0.3%	$67.29	0
2019-Q4	Increased	855,262	+4.2%	$81M	0.3%	$74.96	37
2019-Q3	Increased	820,472	+7.7%	$71.3M	0.3%	$69.29	38
2019-Q2	Increased	762,148	+5.6%	$69.6M	0.3%	$72.39	37
2019-Q1	Increased	721,751	+22.8%	$59.4M	0.2%	$68.30	43
2018-Q4	New	587,842	-	$50.4M	0.2%	$58.67	48

Other major holders of NVS: DODGE & COX, Steward Partners Investment Advisory, LLC

NVS31 quarters

NVS
31 quarters