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Novartis shares owned by Capital Asset Advisory Services

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

Historical chart of Capital Asset Advisory Services investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 2.0k 128.22
2025-06-30 $270k 2.2k 123.08
2025-03-31 $275k 2.5k 110.77
2020-12-31 $103k 1.1k 94.67

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

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