Superior Planning, LLC’s Novartis NVS Stock Holding History

Superior Planning, LLC’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 Q3	$65.9K	Buy	+462	New	+$70.1K	0.03%	303

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's NVS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Novartis (NVS) in Q3 2026: 462 shares worth $65.9K. The stake represents 0.03% of the portfolio and ranks #303 among its holdings.

1,184 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

Superior Planning, LLC held 462 shares of Novartis worth $65.9K as of Q3 2026.
Novartis was a new Superior Planning, LLC position in Q3 2026.
Novartis made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #303 holding.
1,184 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.