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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
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% +$1.81K ﹤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 $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

Cornerstone Planning Group's NVS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Novartis (NVS) stake by 0.2% in Q2 2026, selling an estimated $150 and leaving 501 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #306.

Cornerstone Planning Group first reported a position in NVS in Q4 2022 and has held it in 13 quarters since. 1,620 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cornerstone Planning Group held 501 shares of Novartis worth $76.7K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Novartis share in Q2 2026, an estimated $150.
  • Novartis made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #306 holding.
  • Cornerstone Planning Group first reported a position in Novartis in Q4 2022 and has held it in 13 quarters since.
  • 1,620 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.