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Novartis shares owned by Gimbal Financial

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

Historical chart of Gimbal Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Gimbal Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 2.2k 113.14
2024-06-30 $248k 2.2k 110.51
2024-03-31 $217k 2.2k 96.72
2023-12-31 $227k 2.2k 100.96

More positions owned by Gimbal Financial

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Med Dvc Etf (IHI)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Us Regnl Bks Etf (IAT)
Ishares Tr Cybersecurity (IHAK)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)

View all positions for Gimbal Financial

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis