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Novartis shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $52k 338 152.75

More positions owned by Dynamic Wealth Strategies

Vanguard Total Bond Market Etf Etf (BND)
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Ishares Expanded Tech Sector Etf Etf (IGM)
Vanguard Value Etf Etf (VTV)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Etf Etf (EFA)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Ishares Msci Japan Etf Etf (EWJ)
Vaneck Gold Miners Etf Etf (GDX)

View all positions for Dynamic Wealth Strategies

Top funds holding Novartis

Fisher Investments
Dodge & Cox
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
GQG Partners
Susquehanna International
Northern Trust
Envestnet Asset Management
Henderson Group

View all funds holding Novartis