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Novartis shares owned by Arlington Trust

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

Historical chart of Arlington Trust investment in Novartis

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

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Quarterly reported holdings in Novartis by Arlington Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 179 137.87
2025-06-30 $605 5 121.00
2023-12-31 $2.0k 20 100.95
2023-09-30 $3.0M 29k 101.86

More positions owned by Arlington Trust

Etf Opportunities Trust (AQEC)
Vanguard Total Stock Market ETF (VTI)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Invesco S&p 500 Equal Weight Etf (RSP)
Berkshire Hathaway (BRK.B)
iShares S&P 500 Value Index (IVE)
Proshares Tr russ 2000 divd (SMDV)
Apple (AAPL)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
iShares S&P MidCap 400 Index (IJH)
Vanguard S&p 500 Etf idx (VOO)

View all positions for Arlington Trust

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis