Kozak & Associates »

Novartis shares owned by Kozak & Associates

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Kozak & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0k 21 141.52
2025-09-30 $2.8k 21 131.57
2025-06-30 $123k 1.0k 122.94

More positions owned by Kozak & Associates

Invesco S&p 500 Revenue Etf Etf (RWL)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
Ishares U.s. Industrials Etf Etf (IYJ)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vaneck Semiconductor Etf Etf (SMH)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Costco Whsl Corp Stock (COST)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis