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Novartis shares owned by BCS Wealth Management

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

Historical chart of BCS Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by BCS Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $423k 3.1k 137.87

More positions owned by BCS Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Series Trust State Street Spd (SPYV)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for BCS Wealth Management

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