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Novartis shares owned by Abacus Wealth Partners

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Abacus Wealth Partners from 13F filings

Historical chart of Abacus Wealth Partners investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Abacus Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Abacus Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 18k 137.87
2025-09-30 $227k 1.8k 128.24
2025-06-30 $241k 2.0k 121.01

More positions owned by Abacus Wealth Partners

Vert Global Sustainable Real Estate ETF Etf (VGSR)
DFA Dimensional Glbl Sustainability Fx Inc ETF Etf (DFSB)
Dimensional U S Targeted Value ETF Etf (DFAT)
Nuveen ESG Small-Cap ETF Etf (NUSC)
Adasina Social Justice All Cap Global ETF Etf (JSTC)
Dimensional US Sustainability Core 1 ETF Etf (DFSU)
Nuveen ESG Mid-Cap Value ETF Etf (NUMV)
Dimensional Intl Sustainability Core 1 ETF Etf (DFSI)
Nuveen ESG Emerging Markets Equity ETF Etf (NUEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Dimensional Emg Mkts Sustainability Core 1 ETF Etf (DFSE)
Microsoft Corp Common Stock (MSFT)
Dimensional Intern Small Cap VL ETF Etf (DISV)
Taiwan Semiconductor M F Common Stock (TSM)

View all positions for Abacus Wealth Partners

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis