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Novartis shares owned by Elser Financial Planning

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

Historical chart of Elser Financial Planning investment in Novartis

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

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Quarterly reported holdings in Novartis by Elser Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $932k 8.8k 106.46

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Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Discover Financial Services (DFS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust International (DFSI)

View all positions for Elser Financial Planning

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Loomis, Sayles and
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Cullen Capital Management
Henderson Group
Renaissance Technologies
Principal Financial Group
Northern Trust
Wells Fargo & Company

View all funds holding Novartis