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Novartis shares owned by Meramec Financial Planners

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

Historical chart of Meramec Financial Planners investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 1.6k 156.42

More positions owned by Meramec Financial Planners

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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Meramec Financial Planners

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Cullen Capital Management
Henderson Group
Renaissance Technologies
Wells Fargo & Company
Envestnet Asset Management

View all funds holding Novartis