Curbstone Financial Management »

Novartis shares owned by Curbstone Financial Management

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

Historical chart of Curbstone Financial Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 4.0k 115.02
2024-06-30 $431k 4.0k 106.46
2023-12-31 $413k 4.1k 100.97
2023-09-30 $417k 4.1k 101.86
2023-06-30 $413k 4.1k 100.91

More positions owned by Curbstone Financial Management

SPDR Inv't Grade Floating Rate Bdfund (FLRN)
SPDR S&P Midcap 400 Etf (MDY)
Vanguard ST Corp Bond ETF Bdfund (VCSH)
Apple (AAPL)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ET Etf (SCHF)
Schwab US Mid Cap ETF Etf (SCHM)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab US Dividend Equity Etf (SCHD)
Microsoft Corporation (MSFT)
Schwab US Small Cap ETF Etf (SCHA)
Vanguard Intermediate Corp Bon Bdfund (VCIT)
Schwab US Broad Market ETF Etf (SCHB)
Invesco S&P 500 Equal Weighted Etf (RSP)
Amazon (AMZN)

View all positions for Curbstone Financial Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis