Financial Planning Navigators CORP

Position in NVS — Novartis AG

CIK 2102043 MAPLE GROVE, MN

Position in NVS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$232,259

+$12,452 QoQ

Shares Held

1,482

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,252

of 1,603 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Financial Planning Navigators CORP holds $1,309,600 across 4 Drug Manufacturers - General names. NVS ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	472	$566,131
2	JNJ	Johnson & Johnson	1,136	$288,509
3	NVS	Novartis AG This page	1,482	$232,259
4	ABBV	AbbVie Inc.	885	$222,701

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,259	1,482	+3.0%	Shares	Sole	2026-07-28
2026-03-31	$219,807	1,439	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.