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Novartis shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in Novartis

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

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Quarterly reported holdings in Novartis by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $398k 2.9k 137.88

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Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis