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Novartis shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in Novartis

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

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Quarterly reported holdings in Novartis by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $600k 5.6k 106.46

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
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Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
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Vanguard World Mega Grwth Ind (MGK)
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View all positions for Cascade Financial Partners

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Loomis, Sayles and
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Cullen Capital Management
Henderson Group
Renaissance Technologies
Principal Financial Group
Northern Trust
Wells Fargo & Company

View all funds holding Novartis