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Asset Planning Inc’s Novartis NVS Stock Holding History

Asset Planning Inc’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 		$16.7K Hold
107
– – 0.01% 224
2026
Q1 		$16.3K Hold
107
– – 0.01% 213
2025
Q4 		$14.7K Hold
107
– – 0.01% 218
2025
Q3 		$13.7K Hold
107
– – 0.01% 226
2025
Q2 		$12.9K Hold
107
– – 0.01% 222
2025
Q1 		$11.9K Hold
107
– – 0.01% 231
2024
Q4 		$10.4K Buy
+107
New +$11.4K 0.01% 241

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Planning Inc's NVS Position: Q2 2026 in Review

Asset Planning Inc held its Novartis (NVS) position steady in Q2 2026 at 107 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #224.

Asset Planning Inc first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Asset Planning Inc held 107 shares of Novartis worth $16.7K as of Q2 2026.
  • Asset Planning Inc left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #224 holding.
  • Asset Planning Inc first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.