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Novartis shares owned by Cornerstone Planning

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Cornerstone Planning from 13F filings

Historical chart of Cornerstone Planning investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Cornerstone Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 13k 152.84

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
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NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Apple (AAPL)

View all positions for Cornerstone Planning

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Dodge & Cox
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Northern Trust
GQG Partners
Envestnet Asset Management
Henderson Group
Natixis Asset Management Advisors

View all funds holding Novartis