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Novartis shares owned by Guerra Advisors

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

Historical chart of Guerra Advisors investment in Novartis

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

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Quarterly reported holdings in Novartis by Guerra Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 8.0k 128.24
2025-06-30 $695k 5.7k 121.02
2025-03-31 $524k 4.7k 111.48

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Financial (XLF)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Guerra Advisors

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis