Arq Wealth Advisors »

Novartis shares owned by Arq Wealth Advisors

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

Historical chart of Arq Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Arq Wealth Advisors 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 1.5k 152.75

More positions owned by Arq Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Msci Usa Quality (GARP)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Index Shs Fds State Street Spd (QEFA)
Global X Fds Adaptive Us (AUSF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Dbx Etf Tr Xtrack Msci All (DBAW)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Fundamental Us L (FNDX)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for Arq Wealth Advisors

Top funds holding Novartis

Fisher Investments
Dodge & Cox
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
GQG Partners
Susquehanna International
Northern Trust
Envestnet Asset Management
Henderson Group

View all funds holding Novartis