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Novartis shares owned by Claris Financial

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

Historical chart of Claris Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 1.5k 137.87

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Apple Common Stock (AAPL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Uit Exchange Traded (VTV)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Frst Trt Low Dtn Opnts Etf Iv Uit Exchange Traded (LMBS)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Jpmorgan Chase & Co Common Stock (JPM)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class C Common Stock (GOOG)

View all positions for Claris Financial

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