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Novartis shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Novartis

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All positions including Novartis held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 1.4k 152.78
2022-06-30 $88k 1.0k 84.45
2022-03-31 $91k 1.0k 87.33
2021-12-31 $91k 1.0k 87.92
2021-09-30 $94k 1.1k 81.88
2021-06-30 $103k 1.1k 91.15
2021-03-31 $99k 1.2k 85.71
2020-12-31 $108k 1.1k 94.08

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Esg Optimized (SUSA)

View all positions for Charter Oak Capital 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