Cornerstone Planning Group’s Novartis NVS Stock Holding History

Cornerstone Planning Group’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 Q1	$73K	Buy	502 +181	+56%	+$27.7K	0.01%	307
2025 Q4	$47.5K	Buy	321 +319	+15,950%	+$41.8K	0.01%	365
2025 Q3	$17	Sell	2 -166	-99%	-$20.3K	﹤0.01%	1681
2025 Q2	$19.8K	Buy	168 +49	+41%	+$5.52K	﹤0.01%	420
2025 Q1	$13.1K	Buy	119 +40	+51%	+$4.26K	﹤0.01%	498
2024 Q4	$8.17K	Sell	79 -36	-31%	-$3.84K	﹤0.01%	472
2024 Q3	$12.7K	Buy	115 +16	+16%	+$1.81K	﹤0.01%	371
2024 Q2	$10.9K	Buy	99 +54	+120%	+$5.42K	﹤0.01%	421
2024 Q1	$4.38K	Buy	+45	New	+$4.61K	﹤0.01%	537
2023 Q4	–	Sell	-15	Closed	-$1.53K	–	998
2023 Q3	$1.53K	Hold	15	–	–	﹤0.01%	712
2023 Q2	$1.51K	Buy	+15	New	+$1.5K	﹤0.01%	1252
2022 Q4	$16.5K	Buy	+179	New	+$15.1K	0.01%	479

Other funds holding NVS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return