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Novartis shares owned by Equitable Trust

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Equitable Trust from 13F filings

Historical chart of Equitable Trust investment in Novartis

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All positions including Novartis held by Equitable Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Equitable Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 2.0k 115.02

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iShares Gold Trust (IAU)
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Crown Castle Intl (CCI)
Ishares Core Intl Stock Etf core (IXUS)
Public Storage (PSA)
Alphabet Inc Class C cs (GOOG)
Perimeter Solutions Sa (PRM)
Otis Worldwide Corp (OTIS)
Amazon (AMZN)
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View all positions for Equitable Trust

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis