Drive Wealth Management »

Novartis shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Drive Wealth 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 2.3k 100.95
2023-09-30 $359k 3.5k 101.86
2023-06-30 $447k 4.4k 100.91
2023-03-31 $445k 4.8k 91.99
2022-12-31 $480k 5.3k 90.73

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Us Treas Bd Etf (GOVT)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Drive Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
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
Wells Fargo & Company

View all funds holding Novartis