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Novartis shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 2.7k 97.31
2024-09-30 $287k 2.5k 115.02
2024-06-30 $237k 2.2k 106.46
2023-12-31 $204k 2.0k 100.97

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Intergy Private Wealth

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Renaissance Technologies
Principal Financial Group
Henderson Group
Goldman Sachs Group
Cullen Capital Management
Northern Trust
Fisher Investments

View all funds holding Novartis