Consolidated Planning Corp’s Novartis NVS Stock Holding History

Consolidated Planning Corp’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	$238K	Buy	1,516 +66	+5%	+$9.89K	0.03%	138
2026 Q1	$222K	Sell	1,450 -5	-0.3%	-$766	0.04%	137
2025 Q4	$201K	Buy	+1,455	New	+$191K	0.02%	205
2021 Q4	–	Sell	-519	Closed	-$42K	–	331
2021 Q3	$42K	Buy	+519	New	+$46.7K	0.03%	177

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

Consolidated Planning Corp's NVS Position: Q2 2026 in Review

Consolidated Planning Corp increased its Novartis (NVS) stake by 4.6% in Q2 2026, buying an estimated $9.89K and bringing the position to 1,516 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #138.

Consolidated Planning Corp first reported a position in NVS in Q3 2021 and has held it in 4 quarters since. 1,618 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Consolidated Planning Corp held 1,516 shares of Novartis worth $238K as of Q2 2026.
Consolidated Planning Corp bought 66 Novartis shares in Q2 2026, an estimated $9.89K.
Novartis made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #138 holding.
Consolidated Planning Corp first reported a position in Novartis in Q3 2021 and has held it in 4 quarters since.
1,618 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.