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Novartis shares owned by McClarren Financial Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by McClarren Financial Advisors from 13F filings

Historical chart of McClarren Financial Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by McClarren Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $24k 235 102.13
2023-09-30 $24k 234 100.88
2023-06-30 $23k 234 98.29
2023-03-31 $21k 234 89.74
2022-12-31 $20k 228 87.72
2022-09-30 $16k 222 72.07
2022-03-31 $19k 222 85.59
2021-12-31 $19k 218 87.16
2021-09-30 $17k 217 78.34
2021-06-30 $19k 217 87.56
2021-03-31 $19k 217 87.56
2020-12-31 $20k 212 94.34

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis