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Novartis shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by AssuredPartners Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$256k	1.7k	152.84

More positions owned by AssuredPartners Investment Advisors

Spdr Series Trust State Street Spd (BIL)

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Fidelity Covington Trust High Divid Etf (FDVV)

Fidelity Covington Trust Blue Chip Grwth (FBCG)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr Series Trust State Street Spd (SPTM)

Alphabet Cap Stk Cl A (GOOGL)

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Ishares Tr Core Msci Total (IXUS)

Ishares Tr Us Sml Cap Eqt (SMLF)

JPMorgan Chase & Co. (JPM)

L3harris Technologies (LHX)

View all positions for AssuredPartners Investment Advisors

Top funds holding Novartis

Fisher Investments

Dimensional Fund Advisors

PRIMECAP Management Company

Goldman Sachs Group

Loomis, Sayles and

Bank of America Corporation

Franklin Resources

Susquehanna International

Envestnet Asset Management

Henderson Group

View all funds holding Novartis

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