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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
2026-03-31 $1.4M 9.0k 153.71
2024-12-31 $874k 9.0k 97.31
2024-06-30 $932k 8.8k 106.46

More positions owned by Elser Financial Planning

Merchants Bancorp Ind (MBIN)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Dimensional Inte (DFGX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Elser Financial Planning

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