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Creative Planning NVSEF Position History
Novartis AG
Quarters held
10
Latest value
$72.9M
Q3 2026
Peak value
$83.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52.5M |
| Q3 2025 | $1.8M |
| Q4 2025 | $58.6M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.1M |
| Q1 2026 | $78.7M |
| Q2 2026 | $2.1M |
| Q2 2026 | $83.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $72.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $72.9M | 511.0K | — | — |
| Q3 2026 | $1.9M | 13.4K | — | — |
| Q2 2026 | $83.5M | 533.0K | — | — |
| Q2 2026 | $2.1M | 13.7K | — | — |
| Q1 2026 | $78.7M | 515.2K | — | — |
| Q1 2026 | $2.1M | 13.7K | — | — |
| Q4 2025 | $1.9M | 13.9K | — | — |
| Q4 2025 | $58.6M | 425.1K | — | — |
| Q3 2025 | $1.8M | 14.0K | — | — |
| Q3 2025 | $52.5M | 409.8K | — | — |
Other funds holding NVSEF
$1.9B
$1.7B
$1.7B
$1.4B
$1.4B
$1.3B