Freestone Capital Holdings »

Novartis shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in Novartis

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All positions including Novartis held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2023-09-30 $483k 4.7k 101.86
2023-06-30 $735k 7.3k 100.91
2023-03-31 $832k 9.0k 92.00
2022-12-31 $871k 9.6k 90.72
2022-09-30 $1.6M 21k 76.03
2022-06-30 $3.1M 37k 84.54
2022-03-31 $7.3M 83k 87.75
2021-12-31 $6.3M 72k 87.48
2021-09-30 $5.9M 72k 81.78
2021-06-30 $7.3M 80k 91.24
2021-03-31 $7.1M 83k 85.48
2020-12-31 $5.4M 58k 94.43
2020-09-30 $6.2M 72k 86.96
2020-06-30 $6.4M 73k 87.35
2020-03-31 $5.6M 68k 82.44
2019-12-31 $4.0M 42k 94.69
2019-09-30 $3.3M 38k 86.90
2019-06-30 $3.3M 36k 91.30
2019-03-31 $2.8M 29k 96.15
2018-12-31 $2.1M 24k 85.82
2018-09-30 $1.4M 17k 86.17
2018-06-30 $1.1M 14k 75.55
2018-03-31 $1000k 12k 80.81
2017-12-31 $1.0M 12k 83.97
2017-09-30 $958k 11k 85.85
2017-06-30 $886k 11k 83.44
2017-03-31 $742k 10k 74.22
2016-12-31 $741k 10k 72.83
2016-09-30 $1.3M 16k 78.94
2016-06-30 $1.4M 17k 82.53
2016-03-31 $1.3M 18k 72.46
2015-12-31 $1.8M 21k 86.03
2015-09-30 $1.4M 15k 91.89
2015-06-30 $1.3M 13k 98.37
2015-03-31 $1.5M 15k 98.61
2014-12-31 $2.5M 27k 92.65
2014-09-30 $2.6M 27k 94.12
2014-06-30 $2.6M 29k 90.52
2014-03-31 $2.6M 31k 85.02
2013-12-31 $3.2M 40k 80.39
2013-09-30 $3.1M 40k 76.70
2013-06-30 $2.7M 38k 70.71

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Nike CL B (NKE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation Put Option (NVDA)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)

View all positions for Freestone Capital Holdings

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis