Envestnet Asset Management »

Novartis shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $209M 2.0M 101.86
2023-06-30 $138M 1.4M 100.91
2023-03-31 $113M 8.5M 13.32
2022-12-31 $125M 1.4M 90.72
2022-09-30 $104M 1.4M 76.01
2022-06-30 $106M 1.3M 84.53
2022-03-31 $106M 1.2M 87.75
2021-12-31 $92M 1.1M 87.47
2021-09-30 $88M 1.1M 81.78
2021-06-30 $95M 1.0M 91.24
2021-03-31 $82M 958k 85.48
2020-12-31 $81M 862k 94.43
2020-09-30 $73M 839k 86.96
2020-06-30 $77M 885k 87.34
2020-03-31 $65M 789k 82.45
2019-12-31 $65M 688k 94.69
2019-09-30 $55M 628k 86.90
2019-06-30 $50M 542k 91.31
2019-03-31 $54M 565k 96.14
2018-12-31 $46M 533k 85.81
2018-09-30 $5.8M 68k 86.16
2018-06-30 $14M 179k 75.53
2018-03-31 $9.6M 119k 80.62
2017-12-31 $52M 623k 83.96
2017-09-30 $53M 621k 85.85
2017-06-30 $50M 601k 83.47
2017-03-31 $45M 607k 74.27
2016-12-31 $40M 553k 72.83
2016-09-30 $39M 496k 78.96
2016-06-30 $43M 517k 82.51
2016-03-31 $36M 492k 72.44
2015-12-31 $46M 530k 86.04
2015-09-30 $49M 530k 91.92
2015-06-30 $53M 536k 98.34
2015-03-31 $50M 509k 98.61
2014-12-31 $4.4M 48k 92.66
2014-09-30 $3.9M 42k 94.13
2014-06-30 $2.7M 30k 90.53
2014-03-31 $1.5M 17k 85.00
2013-12-31 $4.6M 58k 80.39
2013-09-30 $4.1M 53k 76.71
2013-06-30 $3.5M 49k 70.70

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis