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Novartis shares owned by Cornerstone Wealth Group

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

Historical chart of Cornerstone Wealth Group investment in Novartis

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

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Quarterly reported holdings in Novartis by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 27k 96.73
2023-12-31 $2.8M 28k 100.97
2023-09-30 $4.8M 47k 101.86
2023-06-30 $5.1M 50k 100.91
2023-03-31 $4.7M 52k 92.00
2022-12-31 $4.6M 51k 90.72
2022-09-30 $3.8M 50k 76.01

More positions owned by Cornerstone Wealth Group

NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Intl (IDEV)
Home Depot (HD)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Indl (XLI)

View all positions for Cornerstone Wealth Group

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis