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Novartis shares owned by MONECO Advisors

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

Historical chart of MONECO Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by MONECO Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 1.8k 115.01
2024-06-30 $217k 2.0k 106.45
2023-12-31 $212k 2.1k 100.95
2023-09-30 $218k 2.1k 101.84
2023-06-30 $216k 2.1k 100.89

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for MONECO Advisors

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis