Next Level Wealth Planning
NVS icon

Next Level Wealth Planning’s Novartis NVS Stock Holding History

Next Level 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
Q3 		$114K Buy
+800
New +$121K 0.05% 101

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Next Level Wealth Planning's NVS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Novartis (NVS) in Q3 2026: 800 shares worth $114K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings.

939 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Next Level Wealth Planning held 800 shares of Novartis worth $114K as of Q3 2026.
  • Novartis was a new Next Level Wealth Planning position in Q3 2026.
  • Novartis made up 0.05% of Next Level Wealth Planning's portfolio in Q3 2026, its #101 holding.
  • 939 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.