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Novartis shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-03-31 $346k 3.6k 96.72
2023-12-31 $290k 2.9k 100.96
2023-09-30 $286k 2.8k 101.85
2023-06-30 $250k 2.5k 100.90
2023-03-31 $224k 2.4k 92.01

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)

View all positions for Leonard Rickey Investment Advisors P

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
Mondrian Investment Partners
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Cullen Capital Management
UBS Group

View all funds holding Novartis