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Meriwether Wealth & Planning’s Novartis NVS Stock Holding History

Meriwether Wealth & 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 		$961K Buy
6,134
+61
+1% +$9.14K 0.48% 42
2026
Q1 		$928K Sell
6,073
-3,436
-36% -$527K 0.51% 39
2025
Q4 		$1.31M Sell
9,509
-312
-3% -$40.9K 0.74% 22
2025
Q3 		$1.26M Buy
9,821
+329
+3% +$40.1K 0.73% 22
2025
Q2 		$1.15M Sell
9,492
-235
-2% -$26.5K 0.72% 27
2025
Q1 		$1.08M Buy
9,727
+1,295
+15% +$138K 0.71% 30
2024
Q4 		$821K Buy
+8,432
New +$899K 0.58% 37

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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 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
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Meriwether Wealth & Planning's NVS Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Novartis (NVS) stake by 1% in Q2 2026, buying an estimated $9.14K and bringing the position to 6,134 shares worth $961K. The position accounts for 0.48% of the portfolio, ranked #42.

Meriwether Wealth & Planning first reported a position in NVS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Meriwether Wealth & Planning held 6,134 shares of Novartis worth $961K as of Q2 2026.
  • Meriwether Wealth & Planning bought 61 Novartis shares in Q2 2026, an estimated $9.14K.
  • Novartis made up 0.48% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #42 holding.
  • Meriwether Wealth & Planning first reported a position in Novartis in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Novartis position peaked at $1.31M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.