Retirement Planning Company of New England’s Novartis NVS Stock Holding History

Retirement Planning Company of New England’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	$213K	Hold	1,356	–	–	0.08%	250
2026 Q1	$207K	Buy	+1,356	New	+$208K	0.08%	232
2023 Q3	–	Sell	-2,695	Closed	-$272K	–	225
2023 Q2	$272K	Sell	2,695 -46	-2%	-$4.6K	0.16%	170
2023 Q1	$252K	Buy	2,741 +19	+0.7%	+$1.66K	0.15%	176
2022 Q4	$247K	Sell	2,722 -8	-0.3%	-$674	0.16%	176
2022 Q3	$207K	Hold	2,730	–	–	0.15%	187
2022 Q2	$230K	Buy	2,730 +5	+0.2%	+$439	0.16%	180
2022 Q1	$239K	Buy	2,725 +94	+4%	+$8.14K	0.14%	197
2021 Q4	$230K	Buy	+2,631	New	+$218K	0.11%	194

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 $1.55T AUM 33.47% 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

Retirement Planning Company of New England's NVS Position: Q2 2026 in Review

Retirement Planning Company of New England held its Novartis (NVS) position steady in Q2 2026 at 1,356 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #250.

Retirement Planning Company of New England first reported a position in NVS in Q4 2021 and has held it in 9 quarters since. The position peaked at $272K in Q2 2023. 1,613 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Retirement Planning Company of New England held 1,356 shares of Novartis worth $213K as of Q2 2026.
Retirement Planning Company of New England left its Novartis share count unchanged in Q2 2026.
Novartis made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #250 holding.
Retirement Planning Company of New England first reported a position in Novartis in Q4 2021 and has held it in 9 quarters since.
Retirement Planning Company of New England's Novartis position peaked at $272K in Q2 2023.
1,613 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.