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Novartis shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 2.4k 115.02

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Dimensional Etf Trust Us High Profitab (DUHP)
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Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Aprio Wealth Management

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