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Novartis shares owned by Houlihan Financial Resource Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Houlihan Financial Resource Group from 13F filings

Historical chart of Houlihan Financial Resource Group investment in Novartis

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All positions including Novartis held by Houlihan Financial Resource Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $253k 2.2k 115.00
2024-06-30 $234k 2.2k 106.36
2024-03-31 $213k 2.2k 96.82
2023-12-31 $222k 2.2k 100.91
2023-09-30 $214k 2.2k 97.27
2023-06-30 $7.8M 79k 100.03
2023-03-31 $202k 2.2k 91.82
2020-09-30 $299k 3.5k 86.04
2020-03-31 $287k 3.5k 82.59
2019-12-31 $334k 3.5k 94.75

More positions owned by Houlihan Financial Resource Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds Dec24 Etf
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Pfd And Incm Sec (PFF)
Amazon (AMZN)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Houlihan Financial Resource Group

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock

View all funds holding Novartis