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Novartis shares owned by Financial Security Advisor

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Financial Security Advisor from 13F filings

Historical chart of Financial Security Advisor investment in Novartis

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All positions including Novartis held by Financial Security Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $219k 2.3k 96.73
2023-12-31 $228k 2.3k 100.97
2023-09-30 $230k 2.3k 101.86

More positions owned by Financial Security Advisor

Capital Group Growth ETF Exchange Traded Fund (CGGR)
Invesco S&P 500 Pure Growth ETF Exchange Traded Fund (RPG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Berkshire Hathaway Inc Cl B Common Stock (BRK.B)
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 600 Small Cap Growth ETF Exchange Traded Fund (SLYG)
Alphabet Inc Cl A Common Stock (GOOGL)
Exxon Mobil Corp Common Stock (XOM)
McDonalds Corp Common Stock (MCD)
Cisco Systems Common Stock (CSCO)
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPLG)

View all positions for Financial Security Advisor

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Mondrian Investment Partners
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments

View all funds holding Novartis