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Novartis shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $147k 947 155.17

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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