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Novartis shares owned by Apexium Financial

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

Historical chart of Apexium Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Apexium Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 1.9k 115.02
2024-06-30 $203k 1.9k 106.46
2023-12-31 $702k 7.0k 100.97
2023-09-30 $210k 2.1k 101.86
2023-06-30 $208k 2.1k 100.91

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Apexium Financial

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis