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 Q2	$205K	Buy	+1,311	New	+$197K	0.09%	112

Other funds holding NVS

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Martin Investment Management Palm Beach Gardens, Florida $300M AUM 6.05% 1-Year Est. Return

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

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Spectrum Planning & Advisory Services's NVS Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Novartis (NVS) in Q2 2026: 1,311 shares worth $205K. The stake represents 0.09% of the portfolio and ranks #112 among its holdings.

285 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Spectrum Planning & Advisory Services held 1,311 shares of Novartis worth $205K as of Q2 2026.
Novartis was a new Spectrum Planning & Advisory Services position in Q2 2026.
Novartis made up 0.09% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #112 holding.
285 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.