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Novartis shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors investment in Novartis

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All positions including Novartis held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 1.6k 128.21

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View all positions for Benchmark Financial Wealth Advisors

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