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Novartis shares owned by Bravera Wealth

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

Historical chart of Bravera Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by Bravera Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $261k 1.7k 152.75
2025-12-31 $239k 1.7k 137.87

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Fidelity Enhanced International ETF Enhanced Intl (FENI)
Fidelity SMID Multifactor ETF Sml Mid Mltfct (FSMD)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Avantis U.S. Small Cap Value ETF Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
First Trust Rising Dividend Achievers ETF Risng Divd Achiv (RDVY)
Schwab Fundamental U.S. Large Company ETF Fundamental Us L (FNDX)
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Vanguard Developed Markets Index FTSE ETF Van Ftse Dev Mkt (VEA)
Global X Adaptive U.S. Factor ETF Adaptive Us (AUSF)
SPDR S&P Dividend ETF State Street Spd (SDY)

View all positions for Bravera Wealth

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
Raymond James Financial
Wells Fargo & Company
Principal Financial Group

View all funds holding Novartis