JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC NVS — NOVARTIS AG

Ownership history in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC  ·  3 quarters on record

AI Ownership Summary

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported NOVARTIS AG (NVS) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.43% in 2026 Q2. The latest visible filing shows NVS at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's position in NOVARTIS AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

NVS was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVS stock page JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC fund profile JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC full holdings
How JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held NVS — position size vs. price
% of Fund (quarterly)    NVS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,698 -819 -23.3% 0.28% $385K 2026-10-09 $143.75
2026 Q2 REDUCED 75.0% -6.3% ✅ 3,517 -10,539 -75.0% 0.43% $551K 2026-07-24 $155.01
2026 Q1 INITIATED — — — 14,056 — — 0.40% $1.9M 2026-05-15 $148.08

🏢 Other funds also holding NVS

As of 2026 Q3 — sorted by position size

HALL LAURIE J TRUSTEE 3Y 7Y 0.89% Dakota Community Bank & Trust NA 3Y 0.85% Kennon-Green & Company, LLC 3Y 0.81% Peoples Bank/KS 3Y 0.8% BENEDICT FINANCIAL ADVISORS INC 3Y 7Y 0.48% Dickmeyer Boyce Financial Management, Inc. 0.42% Roxbury Financial LLC 0.41% HF Advisory Group, LLC 3Y 0.38% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.32% Coastline Trust Co 3Y 7Y 0.27%

FAQ About JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC and NVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported owning NVS?

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported NVS across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported NVS position in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for NVS was 0.43% in 2026 Q2.

What is the latest reported NVS position on this page?

The most recent filing on this page is 2026 Q3, when JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 2,698 shares, equal to 0.28% of portfolio, with an estimated market value of $385K.

What does the chart on this NVS ownership page compare?

The chart compares JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's quarterly NVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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