BFC Planning, Inc.’s Novartis NVS Stock Holding History

BFC Planning, Inc.’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 Q3	$1.32M	Sell	9,242 -334	-3%	-$50.7K	0.05%	329
2026 Q2	$1.5M	Sell	9,576 -138	-1%	-$20.7K	0.06%	302
2026 Q1	$1.48M	Buy	9,714 +725	+8%	+$111K	0.07%	282
2025 Q4	$1.24M	Buy	8,989 +5,115	+132%	+$670K	0.05%	317
2025 Q3	$497K	Sell	3,874 -404	-9%	-$49.3K	0.04%	386
2025 Q2	$518K	Sell	4,278 -243	-5%	-$27.4K	0.04%	348
2025 Q1	$504K	Sell	4,521 -1,339	-23%	-$143K	0.04%	330
2024 Q4	$570K	Sell	5,860 -367	-6%	-$39.1K	0.05%	304
2024 Q3	$716K	Buy	+6,227	New	+$707K	0.06%	264

Other funds holding NVS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BFC Planning, Inc.'s NVS Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Novartis (NVS) stake by 3.5% in Q3 2026, selling an estimated $50.7K and leaving 9,242 shares worth $1.32M. The position accounts for 0.05% of the portfolio, ranked #329.

BFC Planning, Inc. first reported a position in NVS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q2 2026. 1,370 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

BFC Planning, Inc. held 9,242 shares of Novartis worth $1.32M as of Q3 2026.
BFC Planning, Inc. sold 334 Novartis shares in Q3 2026, an estimated $50.7K.
Novartis made up 0.05% of BFC Planning, Inc.'s portfolio in Q3 2026, its #329 holding.
BFC Planning, Inc. first reported a position in Novartis in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Novartis position peaked at $1.5M in Q2 2026.
1,370 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.