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Virginia Estate & Retirement Planning Advisors’s Novartis NVS Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$2.66K Hold
17
– – ﹤0.01% 164
2026
Q1 		$2.6K Buy
+17
New +$2.61K ﹤0.01% 140

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

Virginia Estate & Retirement Planning Advisors's NVS Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Novartis (NVS) position steady in Q2 2026 at 17 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Virginia Estate & Retirement Planning Advisors first reported a position in NVS in Q1 2026 and has held it in 2 quarters since. 1,602 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 17 shares of Novartis worth $2.66K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Novartis share count unchanged in Q2 2026.
  • Novartis made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #164 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Novartis in Q1 2026 and has held it in 2 quarters since.
  • 1,602 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.