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Novartis shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $87k 832 104.95
2024-06-30 $93k 832 111.20
2024-03-31 $81k 832 97.70
2023-12-31 $89k 832 106.88

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Vanguard S&p 500 Etf Etf (VOO)
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Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

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