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Novartis shares owned by Capital Financial Group

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

Historical chart of Capital Financial Group investment in Novartis

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

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Quarterly reported holdings in Novartis by Capital Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 14k 152.75

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Ishares Tr Core S&p Mcp Etf (IJH)
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First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
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Ssga Active Etf Tr State Street Dou (TOTL)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Capital Financial Group

Top funds holding Novartis

Fisher Investments
Dodge & Cox
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
GQG Partners
Susquehanna International
Northern Trust
Envestnet Asset Management
Henderson Group

View all funds holding Novartis