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Novartis shares owned by Greenup Street Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Greenup Street Wealth Management from 13F filings

Historical chart of Greenup Street Wealth Management investment in Novartis

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All positions including Novartis held by Greenup Street Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Greenup Street Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $225k 2.2k 100.97
2023-06-30 $1.2M 12k 100.91
2022-12-31 $1.0M 12k 90.72
2022-09-30 $866k 11k 75.99
2022-03-31 $952k 11k 87.71
2021-12-31 $1.1M 12k 87.44

More positions owned by Greenup Street Wealth Management

Invesco Qqq Tr Unit Ser 1 Equities
Avantis International Equity Etf Equities (AVDE)
Ishares S&P 500 Equities (IVV)
Avantis Emerging Markets Eq Etf Equities (AVEM)
Ishares S&P 500 Value Etf Equities (IVE)
iShares 0-5 Year Invmt Grade Corp Bd ETF Equities (SLQD)
Vanguard Value ETF Equities (VTV)
Ishares Tr 20 Yr Tr Bd Etf Equities (TLT)
iShares S&P Mid-Cap 400 Growth Equities (IJK)
Select Sector Spdr Trust The Health Care Select Se Equities (XLV)
iShares S&P Mid-Cap 400 Value ETF Equities (IJJ)
Avantis Us Small Cap Value Etf Equities (AVUV)
iShares 1-3 Year Treasury Bond Equities (SHY)
Alphabet Inc Cap Stk Cl A Equities (GOOGL)
Vanguard Long-Term Bond ETF Equities (BLV)

View all positions for Greenup Street Wealth Management

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