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Harbor Asset Planning’s Novartis NVS Stock Holding History

Harbor Asset 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 		$69.1K Hold
441
– – 0.05% 187
2026
Q1 		$67.4K Hold
441
– – 0.06% 177
2025
Q4 		$60.8K Hold
441
– – 0.05% 178
2025
Q3 		$56.6K Hold
441
– – 0.05% 177
2025
Q2 		$53.4K Buy
+441
New +$49.7K 0.05% 175

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

Harbor Asset Planning's NVS Position: Q2 2026 in Review

Harbor Asset Planning held its Novartis (NVS) position steady in Q2 2026 at 441 shares worth $69.1K. The position accounts for 0.05% of the portfolio, ranked #187.

Harbor Asset Planning first reported a position in NVS in Q2 2025 and has held it in 5 quarters since. 469 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Harbor Asset Planning held 441 shares of Novartis worth $69.1K as of Q2 2026.
  • Harbor Asset Planning left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #187 holding.
  • Harbor Asset Planning first reported a position in Novartis in Q2 2025 and has held it in 5 quarters since.
  • 469 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.