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United Financial Planning Group’s Novartis NVS Stock Holding History

United Financial Planning Group’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 		$70.5K Buy
+450
New +$67.5K 0.04% 88
2026
Q1 		– Sell
-473
Closed -$65.2K – 567
2025
Q4 		$65.2K Buy
473
+23
+5% +$3.01K 0.04% 82
2025
Q3 		$57.7K Buy
+450
New +$54.9K 0.04% 76

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Financial Planning Group's NVS Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Novartis (NVS) in Q2 2026: 450 shares worth $70.5K. The stake represents 0.04% of the portfolio and ranks #88 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in NVS as recently as Q4 2025.

United Financial Planning Group first reported a position in NVS in Q3 2025 and has held it in 3 quarters since. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • United Financial Planning Group held 450 shares of Novartis worth $70.5K as of Q2 2026.
  • Novartis was a new United Financial Planning Group position in Q2 2026.
  • Novartis made up 0.04% of United Financial Planning Group's portfolio in Q2 2026, its #88 holding.
  • United Financial Planning Group first reported a position in Novartis in Q3 2025 and has held it in 3 quarters since.
  • 1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.