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Financial Planning Navigators’s Novartis NVS Stock Holding History

Financial Planning Navigators’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 		$232K Buy
1,482
+43
+3% +$6.45K 0.09% 57
2026
Q1 		$220K Buy
+1,439
New +$221K 0.1% 47

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

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

Financial Planning Navigators increased its Novartis (NVS) stake by 3% in Q2 2026, buying an estimated $6.45K and bringing the position to 1,482 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #57.

Financial Planning Navigators first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,610 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Financial Planning Navigators held 1,482 shares of Novartis worth $232K as of Q2 2026.
  • Financial Planning Navigators bought 43 Novartis shares in Q2 2026, an estimated $6.45K.
  • Novartis made up 0.09% of Financial Planning Navigators's portfolio in Q2 2026, its #57 holding.
  • Financial Planning Navigators first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.