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Novartis shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Novartis

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

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Quarterly reported holdings in Novartis by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 2.2k 97.31
2024-09-30 $243k 2.1k 115.02
2024-06-30 $240k 2.3k 106.46
2024-03-31 $237k 2.4k 96.73
2023-12-31 $255k 2.5k 100.97
2023-09-30 $242k 2.4k 101.86

More positions owned by Connecticut Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Cohen Steer Reit (ICF)

View all positions for Connecticut Wealth Management

Top funds holding Novartis

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

View all funds holding Novartis