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Novartis shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 160 128.24
2025-06-30 $19k 160 121.01
2025-03-31 $18k 160 111.48
2024-12-31 $20k 200 97.31

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Strive Enhanced Income Short Maturity Etf Etf (BUXX)
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Pacer Us Cash Cows 100 Etf Etf (COWZ)
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Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
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View all positions for Copia Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies

View all funds holding Novartis