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Novartis shares owned by Abound Financial

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

Historical chart of Abound Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Abound Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $117k 848 137.87
2025-03-31 $104k 932 111.48

More positions owned by Abound Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPSM)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPTI)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPMB)
Spdr Series Trust State Street Spd (SPIB)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust State Street Spd (SLYG)

View all positions for Abound Financial

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