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Novartis shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $88k 641 137.87

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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
Wells Fargo & Company
Principal Financial Group

View all funds holding Novartis