WFP
NVS icon

Welch Financial Planning’s Novartis NVS Stock Holding History

Welch Financial Planning’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 		$286K Hold
1,825
– – 0.17% 62
2026
Q1 		$279K Hold
1,825
– – 0.2% 54
2025
Q4 		$252K Buy
+1,825
New +$239K 0.18% 54

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Welch Financial Planning's NVS Position: Q2 2026 in Review

Welch Financial Planning held its Novartis (NVS) position steady in Q2 2026 at 1,825 shares worth $286K. The position accounts for 0.17% of the portfolio, ranked #62.

Welch Financial Planning first reported a position in NVS in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

  • Welch Financial Planning held 1,825 shares of Novartis worth $286K as of Q2 2026.
  • Welch Financial Planning left its Novartis share count unchanged in Q2 2026.
  • Novartis made up 0.17% of Welch Financial Planning's portfolio in Q2 2026, its #62 holding.
  • Welch Financial Planning first reported a position in Novartis in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.