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Novartis shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $302k 1.9k 156.72

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Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Capital Group Dividend Growers Etf Etf (CGDG)
Dimensional International Value Etf Etf (DFIV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Dividend Growth Etf Etf (DGRO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Capital Group International Focus Equity Etf Etf (CGXU)
Ishares Msci Eafe Etf Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Apple Stock (AAPL)

View all positions for Confluence Wealth Services

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Goldman Sachs Group
Northern Trust
LMR Partners
Natixis Asset Management Advisors
Envestnet Asset Management
Henderson Group
Jpmorgan Chase & Co

View all funds holding Novartis