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Novartis shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 2.2k 128.24

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Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

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