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Journey Retirement Planning & Investment Management’s Novartis NVS Stock Holding History

Journey Retirement Planning & Investment Management’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 		$551K Sell
3,517
-51
-1% -$7.65K 0.43% 77
2026
Q1 		$545K Sell
3,568
-10,488
-75% -$1.61M 0.48% 63
2025
Q4 		$1.94M Buy
+14,056
New +$1.84M 0.4% 69

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Journey Retirement Planning & Investment Management's NVS Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Novartis (NVS) stake by 1.4% in Q2 2026, selling an estimated $7.65K and leaving 3,517 shares worth $551K. The position accounts for 0.43% of the portfolio, ranked #77.

Journey Retirement Planning & Investment Management first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q4 2025. 1,027 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,517 shares of Novartis worth $551K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 51 Novartis shares in Q2 2026, an estimated $7.65K.
  • Novartis made up 0.43% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #77 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Novartis position peaked at $1.94M in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.