Advertisement
Screener

Franklin, Parlapiano, Turner & Welch, LLC Historic Quarter Change: Foreign Stocks, Reduced

Franklin, Parlapiano, Turner & Welch, LLC historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Franklin, Parlapiano, Turner & Welch, LLC opened 1 positions, added to 3, reduced 7 and sold out of 2.

  • Q2 2026: Stock NVS; Country of operation —; Class ADR; Shares before 65,092.
  • Q1 2026: Stock NVS; Country of operation —; Class ADR; Shares before 70,511.
  • Q4 2025: Stock NVS; Country of operation —; Class ADR; Shares before 73,979.
  • Q3 2025: Stock NVS; Country of operation —; Class ADR; Shares before 75,841.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1707856), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NVS
NOVARTIS AG ADR
ADR65,09263,414-1,678$9,599,873$9,938,353+$338,4802026-07-09
Q1 2026NVS
NOVARTIS AG ADR
ADR70,51165,092-5,419$10,177,661$9,599,873-$577,7882026-04-24
Q4 2025NVS
NOVARTIS AG ADR
ADR73,97970,511-3,468$9,487,158$10,177,661+$690,5032026-01-22
Q3 2025NVS
NOVARTIS AG ADR
ADR75,84173,979-1,862$9,177,573$9,487,158+$309,5852025-10-23
Q3 2024NVS
NOVARTIS AG ADR
ADR75,47775,244-233$8,035,328$8,654,600+$619,2722024-10-22
Q2 2024NVS
NOVARTIS AG ADR
ADR75,78875,477-311$7,331,057$8,035,328+$704,2712024-07-31
Q1 2024NVS
NOVARTIS AG ADR
ADR76,08075,788-292$7,681,783$7,331,057-$350,7262024-05-02

Similar Firms

Firm NameCountry13F ValueHoldings
CVC Management Holdings II Ltd.Jersey$0.420B3
Parisi Gray Wealth ManagementUnited States$0.420B137
Weaver Consulting GroupUnited States$0.420B275
INVESTMENT MANAGEMENT ASSOCIATES INC /ADVUnited States$0.420B31
MERIDIAN INVESTMENT COUNSEL INC.United States$0.420B238
ArchPoint InvestorsUnited States$0.420B78
Hurlow Wealth Management Group, Inc.United States$0.420B120
MilWealth Group LLCUnited States$0.420B81
Ashford Advisors, LLCUnited States$0.419B23
HARRELL INVESTMENT PARTNERS, LLCUnited States$0.419B144