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Novartis shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $65k 642 101.86
2023-03-31 $59k 642 92.00

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

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