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Novartis shares owned by Cauble & Harre Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Cauble & Harre Wealth Management from 13F filings

Historical chart of Cauble & Harre Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Cauble & Harre Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Cauble & Harre Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $309k 2.1k 148.16

More positions owned by Cauble & Harre Wealth Management

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Sprott Asset Management Physical Gold Tr (PHYS)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Select Sector Spdr Tr State Street Ene (XLE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Cauble & Harre Wealth Management

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