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Novartis shares owned by LRI Investments

Quarter-by-quarter ownership of Novartis (NVS) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Novartis

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All positions including Novartis held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $266k 2.7k 97.31
2024-09-30 $490k 4.7k 103.40
2024-06-30 $231k 2.2k 106.46
2024-03-31 $16k 168 96.76

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Renaissance Technologies
Principal Financial Group
Henderson Group
Goldman Sachs Group
Cullen Capital Management
Northern Trust
Fisher Investments

View all funds holding Novartis