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Novartis shares owned by Advantage Trust

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

Historical chart of Advantage Trust investment in Novartis

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

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Quarterly reported holdings in Novartis by Advantage Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $12k 75 156.72
2024-12-31 $3.5k 36 97.31

More positions owned by Advantage Trust

Vanguard Mid-Cap ETF Mid Cap Etf (VO)
JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Growth ETF Growth Etf (VUG)
Vanguard Value ETF Value Etf (VTV)
Avantis US Large Cap Value ETF Us Large Cap Vlu (AVLV)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Dimensional International Core Equity Market ETF Intl Core Eqt Mk (DFAI)
Fidelity Blue Chip Growth ETF Blue Chip Grwth (FBCG)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
FlexShares US Quality Large Cap Index Fund ETF Us Quality Cap (QLC)
iShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
Wal-Mart Stores (WMT)
Alpha Architect U.S. Quantitative Momentum ETF Us Quan Momentum (QMOM)

View all positions for Advantage Trust

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Dodge & Cox
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Northern Trust
GQG Partners
Envestnet Asset Management
Henderson Group
Natixis Asset Management Advisors

View all funds holding Novartis