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 Q2	$1.51M	Buy	9,630 +36	+0.4%	+$5.4K	0.07%	189
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPlan Investment Management's NVS Position: Q2 2026 in Review

WealthPlan Investment Management increased its Novartis (NVS) stake by 0.38% in Q2 2026, buying an estimated $5.4K and bringing the position to 9,630 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #189.

WealthPlan Investment Management first reported a position in NVS in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.24M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

WealthPlan Investment Management held 9,630 shares of Novartis worth $1.51M as of Q2 2026.
WealthPlan Investment Management bought 36 Novartis shares in Q2 2026, an estimated $5.4K.
Novartis made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #189 holding.
WealthPlan Investment Management first reported a position in Novartis in Q2 2023 and has held it in 10 quarters since.
WealthPlan Investment Management's Novartis position peaked at $2.24M in Q4 2025.
1,625 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.