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Novartis shares owned by Integris Wealth Management

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

Historical chart of Integris Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 1.5k 137.87

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Caterpillar (CAT)
Apple (AAPL)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Integris Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
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
Wells Fargo & Company

View all funds holding Novartis