Cornerstone Planning’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.01M Buy
12,843
+184
+1% +$27.6K 0.47% 71
2026
Q1
$1.93M Buy
+12,659
New +$1.94M 0.44% 81

Other funds holding NVS

Cornerstone Planning's NVS Position: Q2 2026 in Review

Cornerstone Planning increased its Novartis (NVS) stake by 1.5% in Q2 2026, buying an estimated $27.6K and bringing the position to 12,843 shares worth $2.01M. The position accounts for 0.47% of the portfolio, ranked #71.

Cornerstone Planning first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Cornerstone Planning held 12,843 shares of Novartis worth $2.01M as of Q2 2026.
  • Cornerstone Planning bought 184 Novartis shares in Q2 2026, an estimated $27.6K.
  • Novartis made up 0.47% of Cornerstone Planning's portfolio in Q2 2026, its #71 holding.
  • Cornerstone Planning first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.