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Plancorp LLC’s Novartis NVS Stock Holding History

Plancorp LLC’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 		$1.89M Hold
12,291
– – 0.05% 139
2026
Q1 		$1.89M Buy
12,291
+3
+0% +$460 0.05% 117
2025
Q4 		$1.69M Hold
12,288
– – 0.05% 118
2025
Q3 		$1.58M Hold
12,288
– – 0.05% 122
2025
Q2 		$1.49M Buy
12,288
+3,719
+43% +$419K 0.05% 125
2025
Q1 		$955K Buy
8,569
+3,752
+78% +$399K 0.04% 152
2024
Q4 		$469K Buy
4,817
+21
+0.4% +$2.24K 0.02% 203
2024
Q3 		$552K Hold
4,796
– – 0.02% 181
2024
Q2 		$511K Buy
4,796
+3
+0.1% +$301 0.02% 179
2024
Q1 		$464K Buy
4,793
+16
+0.3% +$1.64K 0.02% 189
2023
Q4 		$482K Hold
4,777
– – 0.02% 163
2023
Q3 		$487K Buy
4,777
+15
+0.3% +$1.52K 0.03% 150
2023
Q2 		$481K Hold
4,762
– – 0.03% 150
2023
Q1 		$438K Buy
4,762
+4
+0.1% +$349 0.02% 164
2022
Q4 		$432K Sell
4,758
-72
-1% -$6.06K 0.03% 156
2022
Q3 		$367K Sell
4,830
-78
-2% -$6.47K 0.02% 163
2022
Q2 		$415K Sell
4,908
-933
-16% -$81.9K 0.03% 158
2022
Q1 		$513K Buy
5,841
+11
+0.2% +$952 0.03% 150
2021
Q4 		$510K Hold
5,830
– – 0.03% 150
2021
Q3 		$477K Hold
5,830
– – 0.03% 145
2021
Q2 		$532K Hold
5,830
– – 0.04% 127
2021
Q1 		$498K Sell
5,830
-479
-8% -$43K 0.11% 121
2020
Q4 		$596K Hold
6,309
– – 0.15% 104
2020
Q3 		$549K Sell
6,309
-243
-4% -$21.1K 0.17% 97
2020
Q2 		$572K Sell
6,552
-7
-0.1% -$604 0.17% 89
2020
Q1 		$541K Sell
6,559
-197
-3% -$17.6K 0.21% 81
2019
Q4 		$640K Sell
6,756
-60
-0.9% -$5.38K 0.2% 89
2019
Q3 		$592K Sell
6,816
-346
-5% -$31.1K 0.23% 79
2019
Q2 		$654K Sell
7,162
-1,214
-14% -$103K 0.26% 73
2019
Q1 		$722K Buy
8,376
+379
+5% +$30.4K 0.27% 72
2018
Q4 		$615K Sell
7,997
-441
-5% -$34.3K 0.28% 74
2018
Q3 		$651K Sell
8,438
-106
-1% -$7.84K 0.26% 81
2018
Q2 		$578K Buy
+8,544
New +$590K 0.23% 88
2017
Q4 		– Sell
-4,185
Closed -$322K – 173
2017
Q3 		$322K Buy
+4,185
New +$316K 0.1% 118
2017
Q2 		– Sell
-4,185
Closed -$278K – 178
2017
Q1 		$278K Sell
4,185
-3,827
-48% -$255K 0.08% 133
2016
Q4 		$522K Buy
+8,012
New +$520K 0.15% 90
2016
Q2 		– Sell
-3,868
Closed -$252K – 52
2016
Q1 		$252K Buy
+3,868
New +$263K 0.3% 37
2014
Q4 		– Sell
-6,313
Closed -$532K – 93
2014
Q3 		$532K Buy
+6,313
New +$511K 0.56% 40
2014
Q2 		– Sell
-6,310
Closed -$480K – 100
2014
Q1 		$480K Buy
6,310
+227
+4% +$16.5K 0.33% 62
2013
Q4 		$437K Buy
+6,083
New +$423K 0.38% 52

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Plancorp LLC's NVS Position: Q2 2026 in Review

Plancorp LLC held its Novartis (NVS) position steady in Q2 2026 at 12,291 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #139.

Plancorp LLC first reported a position in NVS in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.89M in Q1 2026. 459 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Plancorp LLC held 12,291 shares of Novartis worth $1.89M as of Q2 2026.
  • Plancorp LLC left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.05% of Plancorp LLC's portfolio in Q2 2026, its #139 holding.
  • Plancorp LLC first reported a position in Novartis in Q4 2013 and has held it in 40 quarters since.
  • Plancorp LLC's Novartis position peaked at $1.89M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.