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Novartis shares owned by Crux Wealth Advisors

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

Historical chart of Crux Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Crux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 11k 128.24
2025-06-30 $1.2M 10k 121.01

More positions owned by Crux Wealth Advisors

Bny Mellon Etf Trust Core Bond Etf (BKAG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
NVIDIA Corporation (NVDA)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust Spdr S&p 500 Etf (SPYX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Bny Mellon Etf Trust Concentrated Int (BKCI)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Ishares Tr Esg Aw Msci Eafe (ESGD)

View all positions for Crux Wealth Advisors

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