Callan Capital »

Novartis shares owned by Callan Capital

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

Historical chart of Callan Capital investment in Novartis

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Callan Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 12k 115.02
2024-06-30 $957k 9.0k 106.46
2024-03-31 $699k 7.2k 96.73
2023-12-31 $467k 4.6k 100.97

More positions owned by Callan Capital

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Callan Capital

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Bank of America Corporation
Franklin Resources
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Northern Trust
Fisher Investments
Scharf Investments
Mondrian Investment Partners

View all funds holding Novartis