Cornerstone Planning Group
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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
Q3 		– Sell
-501
Closed -$76.7K – 1180
2026
Q2 		$76.7K Sell
501
-1
-0.2% -$150 0.01% 306
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% +$1.82K ﹤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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Matthew Goff Investment Advisor
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Cornerstone Planning Group's NVS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Novartis (NVS) in Q3 2026, closing a stake of 501 shares — an estimated $76.7K sold.

Cornerstone Planning Group first reported a position in NVS in Q4 2022 and held it in 13 quarters. The position peaked at $76.7K in Q2 2026. 447 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Novartis position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 501 Novartis shares in Q3 2026, an estimated $76.7K.
  • Cornerstone Planning Group first reported a position in Novartis in Q4 2022 and held it in 13 quarters.
  • Cornerstone Planning Group's Novartis position peaked at $76.7K in Q2 2026.
  • 447 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.