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Novartis shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 2.5k 128.24

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Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Evergreen Wealth Solutions

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies

View all funds holding Novartis