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Cornerstone Planning, LLC

SEC CIK
0001802105
Latest filing
Jul 29, 2026

NVS holding history

Novartis AG in every 13F filed by Cornerstone Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVS overviewAll 13F holders of NVSFull Q2 2026 holdings

Shares (Q2 2026)
12,843
Value
$2.01M
% of portfolio
0.5%
Quarters held
2
Since Q1 2026
Holdings of NVS by Cornerstone Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,843$2.01M0.5%+184+1.5%AddedHolders
Q1 202612,659$1.93M0.4%+12,659NewHolders