Financial Planning Navigators CORP »

Novartis shares owned by Financial Planning Navigators CORP

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Financial Planning Navigators CORP from 13F filings

Historical chart of Financial Planning Navigators CORP investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Financial Planning Navigators CORP 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 Financial Planning Navigators CORP

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 1.4k 152.75

More positions owned by Financial Planning Navigators CORP

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Asset Management Physical Gold An (CEF)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Financial Planning Navigators CORP

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