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Novartis shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 2.6k 115.02
2024-06-30 $264k 2.5k 106.46
2024-03-31 $234k 2.4k 96.73
2023-12-31 $244k 2.4k 100.97

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private 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