Callan Family Office »

Novartis shares owned by Callan Family Office

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

Historical chart of Callan Family Office investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Callan Family Office 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 Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 1.9k 115.02
2023-03-31 $884k 9.6k 92.00

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Callan Family Office

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis