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Novartis shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Novartis

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All positions including Novartis held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-09-30 $484k 4.2k 115.01
2024-06-30 $451k 4.2k 106.45
2024-03-31 $346k 3.6k 96.72
2023-12-31 $290k 2.9k 100.96
2023-09-30 $286k 2.8k 101.85
2023-06-30 $250k 2.5k 100.90
2023-03-31 $224k 2.4k 92.01

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Total Usd (IUSB)
Schwab Charles Family Amt Tax Free Mny (SCTXX)

View all positions for Leonard Rickey Investment Advisors P

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