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Novartis shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $272k 2.0k 137.90
2025-09-30 $211k 1.6k 128.27

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
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
Wells Fargo & Company

View all funds holding Novartis