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Novartis shares owned by Gupta Wealth Management

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

Historical chart of Gupta Wealth Management investment in Novartis

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

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Quarterly reported holdings in Novartis by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $2.5M 35k 72.45
2015-12-31 $2.4M 28k 86.03
2015-09-30 $2.8M 30k 91.93
2015-06-30 $2.8M 29k 98.33
2015-03-31 $2.7M 27k 98.60

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta 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