Advisors Preferred »

Novartis shares owned by Advisors Preferred

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

Historical chart of Advisors Preferred investment in Novartis

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Advisors Preferred

Quarter filed Position value Share count Share price at filing
2023-12-31 $271k 2.7k 101.00
2019-09-30 $10k 120 83.33
2014-09-30 $91k 964 94.13
2014-03-31 $53k 618 85.02

More positions owned by Advisors Preferred

Vanguard Financials ETF Etf (VFH)
Financial Select Sector SPDR Fund Etf (XLF)
Technology Select Sector SPDR Fund Etf (XLK)
iShares Russell 2000 Value ETF Etf (IWN)
iShares 20plus Year Treasury Bond ETF Etf (TLT)
iShares Russell Mid-Cap Value ETF Etf (IWS)
Invesco Senior Loan ETF Etf (BKLN)
Vanguard Information Technology ETF Etf (VGT)
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
SPDR Nuveen Bloomberg Municipal Bond ETF Etf (TFI)
iShares Floating Rate Bond ETF Etf (FLOT)
Vanguard Long-Term Corporate Bond ETF Etf (VCLT)
Alerian MLP ETF Etf (AMLP)
Invesco Nasdaq 100 ETF Etf (QQQM)
Schwab US Dividend Equity ETF Etf (SCHD)

View all positions for Advisors Preferred

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis