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WealthPlan Investment Management’s Novartis NVS Stock Holding History

WealthPlan Investment 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 		$1.47M Sell
9,594
-6,636
-41% -$1.02M 0.08% 182
2025
Q4 		$2.24M Buy
16,230
+6,836
+73% +$895K 0.14% 129
2025
Q3 		$1.2M Buy
9,394
+80
+0.9% +$9.76K 0.08% 168
2025
Q2 		$1.13M Sell
9,314
-180
-2% -$20.3K 0.08% 171
2025
Q1 		$1.06M Hold
9,494
– – 0.1% 131
2024
Q4 		$924K Hold
9,494
– – 0.09% 133
2024
Q3 		$1.09M Buy
9,494
+100
+1% +$11.3K 0.11% 125
2024
Q2 		$1M Buy
+9,394
New +$943K 0.15% 98
2023
Q3 		– Sell
-180
Closed -$18.2K – 281
2023
Q2 		$18.2K Buy
+180
New +$18K 0.01% 245

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

WealthPlan Investment Management's NVS Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Novartis (NVS) stake by 41% in Q1 2026, selling an estimated $1.02M and leaving 9,594 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #182.

WealthPlan Investment Management first reported a position in NVS in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.24M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • WealthPlan Investment Management held 9,594 shares of Novartis worth $1.47M as of Q1 2026.
  • WealthPlan Investment Management sold 6,636 Novartis shares in Q1 2026, an estimated $1.02M.
  • Novartis made up 0.08% of WealthPlan Investment Management's portfolio in Q1 2026, its #182 holding.
  • WealthPlan Investment Management first reported a position in Novartis in Q2 2023 and has held it in 9 quarters since.
  • WealthPlan Investment Management's Novartis position peaked at $2.24M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.