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Novartis shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management investment in Novartis

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

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Quarterly reported holdings in Novartis by Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.0k 51 156.73

More positions owned by Marshall Investment Management

Spdr Gold Common Stock (GLD)
Pimco Rafi MF Closed and MF Open (MFUS)
Invesco S&p MF Closed and MF Open (XMHQ)
Berkshire Hathaway Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Amazon Common Stock (AMZN)
Apple Common Stock (AAPL)
Fidelity Fundamental MF Closed and MF Open (FFLG)
Crowdstrike Holdings Common Stock (CRWD)
Fidelity Enhanced MF Closed and MF Open (FELV)
Alphabet Common Stock (GOOG)
Jpmorgan Chase Common Stock (JPM)
First Trust MF Closed and MF Open (RDVY)
Nvidia Corp Common Stock (NVDA)
Taiwan Semiconductor Common Stock (TSM)

View all positions for Marshall Investment Management

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Goldman Sachs Group
Northern Trust
LMR Partners
Natixis Asset Management Advisors
Envestnet Asset Management
Henderson Group
Jpmorgan Chase & Co

View all funds holding Novartis