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Novartis shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Novartis

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

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Quarterly reported holdings in Novartis by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $188k 1.9k 96.73
2023-12-31 $207k 2.1k 100.97
2023-09-30 $209k 2.1k 101.86
2023-06-30 $127k 1.3k 100.91
2023-03-31 $124k 1.3k 92.00
2022-12-31 $128k 1.4k 90.72
2022-09-30 $184k 2.4k 76.06
2022-06-30 $196k 2.3k 84.52
2022-03-31 $228k 2.6k 87.59
2021-12-31 $255k 2.9k 87.42
2021-09-30 $245k 3.0k 81.91
2021-06-30 $173k 1.9k 91.49
2021-03-31 $150k 1.8k 85.62
2020-12-31 $129k 1.4k 94.37
2020-09-30 $59k 680 86.76
2020-06-30 $59k 680 86.76
2020-03-31 $56k 680 82.35
2019-12-31 $64k 680 94.12
2019-09-30 $59k 680 86.76
2019-06-30 $62k 680 91.18
2019-03-31 $65k 680 95.59
2018-12-31 $58k 680 85.29
2018-09-30 $59k 680 86.76
2018-06-30 $51k 680 75.00
2018-03-31 $57k 701 81.31
2017-12-31 $59k 701 84.17
2017-09-30 $52k 600 86.67
2017-06-30 $50k 600 83.33
2017-03-31 $44k 600 73.33
2016-12-31 $44k 600 73.33
2016-09-30 $47k 600 78.33
2016-06-30 $50k 600 83.33
2016-03-31 $43k 600 71.67
2015-12-31 $2.8M 32k 86.03
2015-09-30 $3.0M 32k 91.92
2015-06-30 $3.2M 32k 98.35
2015-03-31 $3.2M 32k 98.62
2014-12-31 $3.0M 33k 92.65
2014-09-30 $3.1M 33k 94.13
2014-06-30 $3.0M 33k 90.53
2014-03-31 $2.8M 33k 85.02
2013-12-31 $2.7M 33k 80.38
2013-09-30 $2.6M 34k 76.72
2013-06-30 $2.4M 34k 70.71

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

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