Mark Sheptoff Financial Planning, LLC Novartis Ag Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Novartis Ag stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 4,916 shares of NVS stock, worth $646,699. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,916
Previous 4,973
1.15%
Holding current value
$646,699
Previous $601,000
4.83%
% of portfolio
0.32%
Previous 0.33%
Shares
19 transactions
Others Institutions Holding NVS
# of Institutions
1,614Shares Held
137MCall Options Held
1.53MPut Options Held
2.22M-
Dodge & Cox San Francisco, CA10.6MShares$1.39 Billion0.78% of portfolio
-
Primecap Management CO Pasadena, CA9.34MShares$1.23 Billion0.95% of portfolio
-
Dimensional Fund Advisors LP Austin, TX8.84MShares$1.16 Billion0.25% of portfolio
-
Morgan Stanley New York, NY7.73MShares$1.02 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa7.24MShares$952 Million0.34% of portfolio
About NOVARTIS AG
- Ticker NVS
- Exchange OTC
- Sector Healthcare
- Industry Drug Manufacturers—General
- Shares Outstandng 2,151,000,064
- Market Cap $283B
- Description
- Novartis AG researches, develops, manufactures, and markets healthcare products worldwide. The company operates through two segments, Innovative Medicines and Sandoz. The Innovative Medicines segment offers prescription medicines for patients and healthcare providers. It also provides ophthalmology, neuroscience, immunology, hepatology, dermatol...