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Novartis shares owned by Financial Engines Advisors L.L.C

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Financial Engines Advisors L.L.C from 13F filings

Historical chart of Financial Engines Advisors L.L.C investment in Novartis

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All positions including Novartis held by Financial Engines Advisors L.L.C consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Financial Engines Advisors L.L.C

Quarter filed Position value Share count Share price at filing
2025-09-30 $858k 6.7k 128.24
2025-06-30 $811k 6.7k 121.03
2025-03-31 $411k 3.7k 111.53
2024-12-31 $354k 3.6k 97.31
2021-03-31 $232k 2.7k 85.64
2020-12-31 $201k 2.1k 94.63

More positions owned by Financial Engines Advisors L.L.C

Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Future Exponenti (XT)
Spdr Series Trust S&p Kensho New (KOMP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Financial Engines Advisors L.L.C

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