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Novartis shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Novartis

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

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Quarterly reported holdings in Novartis by Advisor OS

Quarter filed Position value Share count Share price at filing
2026-03-31 $658k 4.3k 152.75

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
T Rowe Price Etf Price Blue Chip (TCHP)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
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Dimensional Etf Trust Intl Core Equity (DFIC)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
Northrop Grumman Corporation (NOC)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Advisor OS

Top funds holding Novartis

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

View all funds holding Novartis