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Novartis shares owned by FDx Advisors

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

Historical chart of FDx Advisors investment in Novartis

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

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Quarterly reported holdings in Novartis by FDx Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $635k 4.2k 152.79
2024-03-31 $454k 4.7k 96.72
2023-09-30 $1.6M 16k 101.86
2023-06-30 $3.0M 30k 100.90
2023-03-31 $5.2M 58k 90.71
2022-12-31 $5.2M 58k 90.71
2022-09-30 $4.5M 59k 76.02
2022-06-30 $5.5M 65k 84.53
2022-03-31 $5.5M 63k 87.75
2021-12-31 $5.2M 59k 87.47
2021-09-30 $3.9M 47k 81.79
2021-06-30 $4.0M 44k 91.25
2021-03-31 $42k 3.6k 11.70
2020-12-31 $4.5M 47k 94.42
2020-09-30 $3.7M 43k 86.96
2020-06-30 $3.7M 42k 87.33
2020-03-31 $53k 32k 1.65
2019-12-31 $3.2M 34k 94.70
2019-09-30 $2.5M 29k 86.89
2019-06-30 $4.6M 50k 91.31
2019-03-31 $3.9M 41k 96.14
2018-12-31 $4.8M 56k 85.81
2018-09-30 $4.0M 46k 86.17
2018-06-30 $3.4M 45k 75.54
2018-03-31 $3.9M 48k 80.85
2017-12-31 $3.8M 45k 83.96
2017-09-30 $3.3M 38k 85.86
2017-06-30 $2.7M 33k 83.49
2017-03-31 $4.9M 66k 74.27
2016-12-31 $4.7M 64k 72.84
2016-09-30 $2.5M 32k 78.95
2016-06-30 $2.6M 32k 82.50
2016-03-31 $2.7M 37k 72.45
2015-12-31 $2.8M 33k 86.04
2015-09-30 $2.7M 29k 91.92
2015-06-30 $3.1M 32k 97.94
2015-03-31 $295k 29k 10.13
2014-12-31 $4.0M 43k 92.65
2014-09-30 $4.2M 45k 94.12
2014-06-30 $5.3M 59k 90.54
2014-03-31 $3.9M 46k 85.01
2013-12-31 $4.2M 52k 80.31
2013-09-30 $4.9M 64k 76.72
2013-06-30 $4.6M 65k 70.71

More positions owned by FDx Advisors

Vanguard Bd Index Fds Total Bnd Mrkt Etf (BND)
Ishares Tr Core Msci Intl Etf (IDEV)
Schwab Strategic Tr Us Tips Etf Etf (SCHP)
Ishares Inc Core Msci Emkt Etp (IEMG)
Ishares Tr Rus 1000 Val Etf Etf (IWD)
Ishares Tr Rus 1000 Grw Etf Etf (IWF)
Ishares Tr Mbs Etf Etf (MBB)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Ishares Tr Core S P500 Etf Etf (IVV)
Spdr Series Trust State Street Spd Etf (SPYG)
Ishares Tr Core S P Scp Etf Etf (IJR)
Spdr Index Shs Fds State Street Spd Etf (SPDW)
Spdr Series Trust State Street Spd Etf (SPIB)
Vanguard World Fd Mega Cap Index Etf (MGC)
Vanguard Index Fds Growth Etf Etf (VUG)

View all positions for FDx Advisors

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