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Novartis shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Novartis

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

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Quarterly reported holdings in Novartis by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $275k 2.7k 101.86
2023-06-30 $278k 2.7k 103.32
2022-12-31 $223k 2.6k 86.10

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View all positions for Kapstone Financial 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