Elser Financial Planning’s Novartis NVS Stock Holding History

Elser Financial Planning’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	$1.41M	Hold	8,978	–	–	0.06%	46
2026 Q1	$1.38M	Buy	+8,978	New	+$1.38M	0.07%	43
2025 Q1	–	Sell	-8,978	Closed	-$874K	–	98
2024 Q4	$874K	Buy	+8,978	New	+$957K	0.05%	41
2024 Q3	–	Sell	-8,751	Closed	-$932K	–	94
2024 Q2	$932K	Buy	+8,751	New	+$878K	0.16%	36

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

Elser Financial Planning's NVS Position: Q2 2026 in Review

Elser Financial Planning held its Novartis (NVS) position steady in Q2 2026 at 8,978 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #46.

Elser Financial Planning first reported a position in NVS in Q2 2024 and has held it in 4 quarters since. 1,614 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Elser Financial Planning held 8,978 shares of Novartis worth $1.41M as of Q2 2026.
Elser Financial Planning left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.06% of Elser Financial Planning's portfolio in Q2 2026, its #46 holding.
Elser Financial Planning first reported a position in Novartis in Q2 2024 and has held it in 4 quarters since.
1,614 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.