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Meramec Financial Planners’s Novartis NVS Stock Holding History

Meramec Financial Planners’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 		$243K Sell
1,554
-51
-3% -$7.65K 0.09% 112
2026
Q1 		$242K Hold
1,605
– – 0.1% 108
2025
Q4 		$251K Buy
+1,605
New +$210K 0.1% 110

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Meramec Financial Planners's NVS Position: Q2 2026 in Review

Meramec Financial Planners reduced its Novartis (NVS) stake by 3.2% in Q2 2026, selling an estimated $7.65K and leaving 1,554 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #112.

Meramec Financial Planners first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Meramec Financial Planners held 1,554 shares of Novartis worth $243K as of Q2 2026.
  • Meramec Financial Planners sold 51 Novartis shares in Q2 2026, an estimated $7.65K.
  • Novartis made up 0.09% of Meramec Financial Planners's portfolio in Q2 2026, its #112 holding.
  • Meramec Financial Planners first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Novartis position peaked at $251K in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.