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Novartis shares owned by IAM Advisory

Quarter-by-quarter ownership of Novartis (NVS) shares owned by IAM Advisory from 13F filings

Historical chart of IAM Advisory investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 14k 96.73
2023-12-31 $1.3M 13k 100.97
2023-09-30 $1.3M 13k 101.86

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for IAM Advisory

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Loomis, Sayles and
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Cullen Capital Management
Henderson Group
Principal Financial Group
Northern Trust
Mondrian Investment Partners
Wells Fargo & Company

View all funds holding Novartis