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Novartis shares owned by MFA Wealth Services

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

Historical chart of MFA Wealth Services investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by MFA Wealth Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $212M 1.5k 142573.45
2026-06-30 $233M 1.5k 156723.72
2026-03-31 $227M 1.5k 152753.37
2025-12-31 $201M 1.5k 137839.29

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Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Ishares Tr Core S&p Us Vlu (IUSV)
Amgen (AMGN)

View all positions for MFA Wealth Services

Top funds holding Novartis

Fisher Investments
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
Jpmorgan Chase & Co
Jupiter Topco
GQG Partners

View all funds holding Novartis