Estate Planners Group’s Novartis NVS Stock Holding History

Estate Planners 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	–	Sell	-30	Closed	-$4.14K	–	305
2025 Q4	$4.14K	Buy	+30	New	+$3.93K	﹤0.01%	353

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Estate Planners Group's NVS Position: Q1 2026 in Review

Estate Planners Group sold out of Novartis (NVS) in Q1 2026, closing a stake of 30 shares — an estimated $4.14K sold.

Estate Planners Group first reported a position in NVS in Q4 2025 and held it in 1 quarter. The position peaked at $4.14K in Q4 2025. 1,599 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Estate Planners Group reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 30 Novartis shares in Q1 2026, an estimated $4.14K.
Estate Planners Group first reported a position in Novartis in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Novartis position peaked at $4.14K in Q4 2025.
1,599 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.