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Novartis shares owned by Key Client Fiduciary Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Key Client Fiduciary Advisors from 13F filings

Historical chart of Key Client Fiduciary Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Key Client Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $268k 2.3k 115.02
2024-06-30 $251k 2.4k 106.46
2024-03-31 $225k 2.3k 96.73
2023-12-31 $235k 2.3k 100.97
2023-09-30 $237k 2.3k 101.86
2023-06-30 $235k 2.3k 100.91
2023-03-31 $214k 2.3k 92.00

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View all positions for Key Client Fiduciary Advisors

Top funds holding Novartis

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

View all funds holding Novartis