Harbor Asset Planning
NVS icon

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
Q3 		$62.9K Hold
441
– – 0.05% 198
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Harbor Asset Planning's NVS Position: Q3 2026 in Review

Harbor Asset Planning held its Novartis (NVS) position steady in Q3 2026 at 441 shares worth $62.9K. The position accounts for 0.05% of the portfolio, ranked #198.

Harbor Asset Planning first reported a position in NVS in Q2 2025 and has held it in 6 quarters since. The position peaked at $69.1K in Q2 2026. 1,256 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Harbor Asset Planning held 441 shares of Novartis worth $62.9K as of Q3 2026.
  • Harbor Asset Planning left its Novartis share count unchanged in Q3 2026.
  • Novartis made up 0.05% of Harbor Asset Planning's portfolio in Q3 2026, its #198 holding.
  • Harbor Asset Planning first reported a position in Novartis in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Novartis position peaked at $69.1K in Q2 2026.
  • 1,256 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.