PlanVest Financial’s Novartis NVS Stock Holding History

PlanVest Financial’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	$208K	Hold	1,326	–	–	0.14%	96
2026 Q1	$203K	Buy	+1,326	New	+$203K	0.15%	90

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 $1.37T AUM 24.88% 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

PlanVest Financial's NVS Position: Q2 2026 in Review

PlanVest Financial held its Novartis (NVS) position steady in Q2 2026 at 1,326 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #96.

PlanVest Financial first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,546 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

PlanVest Financial held 1,326 shares of Novartis worth $208K as of Q2 2026.
PlanVest Financial left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.14% of PlanVest Financial's portfolio in Q2 2026, its #96 holding.
PlanVest Financial first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
1,546 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.