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Novartis shares owned by Accredited Wealth Management

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

Historical chart of Accredited Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Accredited Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $71k 50 1410.64

More positions owned by Accredited Wealth Management

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Int Moat (MOTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Us Eqt Etf (AVUS)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Accredited Wealth Management

Top funds holding Novartis

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

View all funds holding Novartis