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Novartis shares owned by Greenleaf Trust

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

Historical chart of Greenleaf Trust investment in Novartis

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

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Quarterly reported holdings in Novartis by Greenleaf Trust

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.3M 18k 71.25
2012-12-31 $1.1M 18k 63.27
2012-09-30 $282k 4.6k 61.30

More positions owned by Greenleaf Trust

Stryker Corporation (SYK)
iShares Core S&P 500 Index Core S&p500 Etf (IVV)
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)
Apple (AAPL)
iShares Core S&P Midcap 400 Index Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
iShares MSCI Emerging Index Fund MFC Msci Emg Mkt Etf (EEM)
iShares Core S&P Smallcap 600 Index Core S&p Scp Etf (IJR)
Amazon (AMZN)
Alphabet Inc. Cl C CL C (GOOG)
Visa Inc - Class A Cl A (V)
Berkshire Hathaway Cl B Cl B New (BRK.B)
S&P 500 Index ETF Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Meta Platforms Inc. Cl A Cl A (META)

View all positions for Greenleaf Trust

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
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis