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Spectrum Planning & Advisory Services’s Novartis NVS Stock Holding History

Spectrum Planning & Advisory Services’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 		$311K Buy
2,179
+868
+66% +$132K 0.13% 99
2026
Q2 		$205K Buy
+1,311
New +$197K 0.09% 112

Other funds holding NVS

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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

Spectrum Planning & Advisory Services's NVS Position: Q3 2026 in Review

Spectrum Planning & Advisory Services increased its Novartis (NVS) stake by 66% in Q3 2026, buying an estimated $132K and bringing the position to 2,179 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #99.

Spectrum Planning & Advisory Services first reported a position in NVS in Q2 2026 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold NVS as of Q3 2026.

  • Spectrum Planning & Advisory Services held 2,179 shares of Novartis worth $311K as of Q3 2026.
  • Spectrum Planning & Advisory Services bought 868 Novartis shares in Q3 2026, an estimated $132K.
  • Novartis made up 0.13% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #99 holding.
  • Spectrum Planning & Advisory Services first reported a position in Novartis in Q2 2026 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held Novartis as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.