Larry Mathis Financial Planning’s Novartis NVS Stock Holding History

Larry Mathis Financial 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	$864K	Sell	5,510 -65	-1%	-$9.74K	0.66%	38
2026 Q1	$852K	Sell	5,575 -132	-2%	-$20.2K	0.76%	26
2025 Q4	$787K	Buy	+5,707	New	+$747K	0.69%	36

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Larry Mathis Financial Planning's NVS Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Novartis (NVS) stake by 1.2% in Q2 2026, selling an estimated $9.74K and leaving 5,510 shares worth $864K. The position accounts for 0.66% of the portfolio, ranked #38.

Larry Mathis Financial Planning first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 1,611 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Larry Mathis Financial Planning held 5,510 shares of Novartis worth $864K as of Q2 2026.
Larry Mathis Financial Planning sold 65 Novartis shares in Q2 2026, an estimated $9.74K.
Novartis made up 0.66% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #38 holding.
Larry Mathis Financial Planning first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
1,611 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.