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Walled Lake Planning & Wealth Management’s Novartis NVS Stock Holding History

Walled Lake Planning & Wealth Management’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
Q1 		$7.64M Buy
50,002
+370
+0.7% +$56.7K 2.24% 12
2025
Q4 		$6.84M Sell
49,632
-164
-0.3% -$21.5K 2.16% 11
2025
Q3 		$6.39M Sell
49,796
-2,905
-6% -$354K 2.1% 12
2025
Q2 		$6.38M Buy
52,701
+762
+1% +$85.9K 2.08% 12
2025
Q1 		$5.79M Sell
51,939
-460
-0.9% -$49K 2.06% 14
2024
Q4 		$5.1M Buy
52,399
+604
+1% +$64.4K 1.9% 16
2024
Q3 		$5.96M Sell
51,795
-95
-0.2% -$10.8K 2.24% 16
2024
Q2 		$5.52M Sell
51,890
-896
-2% -$89.9K 2.26% 17
2024
Q1 		$5.11M Sell
52,786
-527
-1% -$54K 2.1% 19
2023
Q4 		$5.38M Sell
53,313
-436
-0.8% -$42.1K 2.5% 17
2023
Q3 		$5.47M Buy
53,749
+450
+0.8% +$45.7K 2.74% 16
2023
Q2 		$5.38M Buy
53,299
+218
+0.4% +$21.8K 2.62% 17
2023
Q1 		$4.88M Buy
53,081
+3,845
+8% +$336K 2.56% 17
2022
Q4 		$4.47M Sell
49,236
-220
-0.4% -$18.5K 3.04% 17
2022
Q3 		$3.76M Buy
49,456
+1,032
+2% +$85.5K 2.63% 18
2022
Q2 		$4.09M Buy
48,424
+1,447
+3% +$127K 2.82% 16
2022
Q1 		$4.12M Buy
+46,977
New +$4.07M 2.45% 19

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NVS Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its Novartis (NVS) stake by 0.75% in Q1 2026, buying an estimated $56.7K and bringing the position to 50,002 shares worth $7.64M. The position accounts for 2.24% of the portfolio, ranked #12.

Walled Lake Planning & Wealth Management first reported a position in NVS in Q1 2022 and has held it in 17 quarters since. 1,590 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 50,002 shares of Novartis worth $7.64M as of Q1 2026.
  • Walled Lake Planning & Wealth Management bought 370 Novartis shares in Q1 2026, an estimated $56.7K.
  • Novartis made up 2.24% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Novartis in Q1 2022 and has held it in 17 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.