Action Point Financial Planning’s Novartis NVS Stock Holding History

Action Point Financial Planning’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	$208K	Buy	+1,331	New	+$200K	0.02%	427

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

Action Point Financial Planning's NVS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Novartis (NVS) in Q2 2026: 1,331 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #427 among its holdings.

1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Action Point Financial Planning held 1,331 shares of Novartis worth $208K as of Q2 2026.
Novartis was a new Action Point Financial Planning position in Q2 2026.
Novartis made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #427 holding.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.