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Novartis shares owned by Muirfield Wealth Advisors

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

Historical chart of Muirfield Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Muirfield Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 1.4k 152.80

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Usa Min Vol (USMV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Muirfield Wealth Advisors

Top funds holding Novartis

Fisher Investments
Dodge & Cox
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
GQG Partners
Susquehanna International
Northern Trust
Envestnet Asset Management
Henderson Group

View all funds holding Novartis