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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
2025-09-30 $276k 2.2k 128.24
2025-06-30 $261k 2.2k 121.01
2025-03-31 $285k 2.6k 111.48
2024-12-31 $249k 2.6k 97.31
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)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies

View all funds holding Novartis