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Franklin, Parlapiano, Turner & Welch’s Novartis NVS Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 		$9.94M Sell
63,414
-1,678
-3% -$252K 2.25% 9
2026
Q1 		$9.6M Sell
65,092
-5,419
-8% -$831K 2.29% 10
2025
Q4 		$10.2M Sell
70,511
-3,468
-5% -$454K 2.53% 11
2025
Q3 		$9.49M Sell
73,979
-1,862
-2% -$227K 2.4% 12
2025
Q2 		$9.18M Buy
75,841
+221
+0.3% +$24.9K 2.4% 11
2025
Q1 		$8.43M Buy
75,620
+170
+0.2% +$18.1K 2.27% 12
2024
Q4 		$7.34M Buy
75,450
+206
+0.3% +$22K 1.99% 18
2024
Q3 		$8.65M Sell
75,244
-233
-0.3% -$26.4K 2.24% 16
2024
Q2 		$8.04M Sell
75,477
-311
-0.4% -$31.2K 2.23% 13
2024
Q1 		$7.33M Sell
75,788
-292
-0.4% -$29.9K 2.02% 21
2023
Q4 		$7.68M Sell
76,080
-834
-1% -$80.5K 2.2% 15
2023
Q3 		$7.83M Sell
76,914
-1,599
-2% -$162K 2.43% 11
2023
Q2 		$7.92M Sell
78,513
-1,900
-2% -$190K 2.35% 13
2023
Q1 		$7.4M Buy
80,413
+172
+0.2% +$15K 2.35% 15
2022
Q4 		$7.28M Buy
80,241
+473
+0.6% +$39.8K 2.39% 17
2022
Q3 		$6.06M Buy
79,768
+955
+1% +$79.2K 2.16% 18
2022
Q2 		$6.66M Buy
78,813
+936
+1% +$82.1K 2.25% 18
2022
Q1 		$6.83M Buy
77,877
+3,986
+5% +$345K 2.03% 19
2021
Q4 		$6.46M Buy
73,891
+5,301
+8% +$440K 1.86% 21
2021
Q3 		$5.61M Buy
68,590
+227
+0.3% +$20.4K 1.76% 24
2021
Q2 		$6.24M Buy
68,363
+2,678
+4% +$238K 1.93% 22
2021
Q1 		$5.62M Buy
65,685
+2,897
+5% +$260K 1.89% 24
2020
Q4 		$5.93M Buy
62,788
+1,443
+2% +$126K 2.15% 21
2020
Q3 		$5.33M Buy
61,345
+739
+1% +$64K 2.15% 17
2020
Q2 		$5.29M Sell
60,606
-1,146
-2% -$98.9K 2.19% 16
2020
Q1 		$5.09M Buy
61,752
+1,280
+2% +$114K 2.34% 15
2019
Q4 		$5.73M Buy
60,472
+1,060
+2% +$95.1K 2.16% 21
2019
Q3 		$5.16M Buy
59,412
+2,216
+4% +$199K 2.01% 23
2019
Q2 		$5.22M Sell
57,196
-6,045
-10% -$512K 2.05% 22
2019
Q1 		$5.45M Buy
63,241
+128
+0.2% +$10.3K 2.15% 17
2018
Q4 		$4.85M Buy
63,113
+1,554
+3% +$121K 2.13% 17
2018
Q3 		$4.75M Buy
61,559
+1,485
+2% +$110K 1.9% 19
2018
Q2 		$4.07M Buy
60,074
+1,866
+3% +$129K 1.68% 23
2018
Q1 		$4.22M Buy
58,208
+165
+0.3% +$12.6K 1.8% 21
2017
Q4 		$4.37M Buy
58,043
+1,617
+3% +$122K 1.79% 22
2017
Q3 		$4.34M Buy
56,426
+3,484
+7% +$263K 1.86% 19
2017
Q2 		$3.96M Buy
52,942
+1,437
+3% +$102K 1.81% 21
2017
Q1 		$3.43M Buy
51,505
+2,755
+6% +$184K 1.59% 26
2016
Q4 		$3.18M Buy
48,750
+1,244
+3% +$80.7K 1.58% 26
2016
Q3 		$3.36M Buy
47,506
+2,944
+7% +$215K 1.71% 24
2016
Q2 		$3.29M Buy
44,562
+272
+0.6% +$18.8K 1.76% 22
2016
Q1 		$2.88M Buy
44,290
+2,552
+6% +$174K 1.58% 24
2015
Q4 		$3.22M Buy
41,738
+1,684
+4% +$134K 1.9% 18
2015
Q3 		$3.3M Sell
40,054
-207
-0.5% -$18.4K 2.17% 10
2015
Q2 		$3.55M Buy
40,261
+679
+2% +$62.3K 2.35% 8
2015
Q1 		$3.5M Buy
39,582
+476
+1% +$42.2K 2.35% 9
2014
Q4 		$3.25M Buy
39,106
+502
+1% +$41.6K 2.17% 13
2014
Q3 		$3.26M Buy
38,604
+945
+3% +$76.5K 2.33% 9
2014
Q2 		$3.06M Buy
37,659
+1,085
+3% +$85.3K 2.18% 9
2014
Q1 		$2.79M Sell
36,574
-219
-0.6% -$16K 2.02% 8
2013
Q4 		$2.65M Buy
36,793
+831
+2% +$57.8K 1.83% 11
2013
Q3 		$2.47M Buy
35,962
+4,716
+15% +$312K 1.81% 11
2013
Q2 		$1.98M Buy
+31,246
New +$2.03M 1.69% 16

Other funds holding NVS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
MIM
Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's NVS Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch reduced its Novartis (NVS) stake by 2.6% in Q2 2026, selling an estimated $252K and leaving 63,414 shares worth $9.94M. The position accounts for 2.25% of the portfolio, ranked #9.

Franklin, Parlapiano, Turner & Welch first reported a position in NVS in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q4 2025. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Franklin, Parlapiano, Turner & Welch held 63,414 shares of Novartis worth $9.94M as of Q2 2026.
  • Franklin, Parlapiano, Turner & Welch sold 1,678 Novartis shares in Q2 2026, an estimated $252K.
  • Novartis made up 2.25% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #9 holding.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Novartis in Q2 2013 and has held it in 53 quarters since.
  • Franklin, Parlapiano, Turner & Welch's Novartis position peaked at $10.2M in Q4 2025.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.