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Novartis shares owned by High Note Wealth

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

Historical chart of High Note Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 974 128.24
2025-06-30 $118k 978 121.01
2025-03-31 $109k 978 111.48

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Ishares Core S&p 500 Etf Etf (IVV)
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Technology Select Sector Spdr Fund Etf (XLK)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
Apple Stock (AAPL)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Palantir Technologies Inc Cl A Stock (PLTR)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies

View all funds holding Novartis