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Novartis shares owned by Nalls Sherbakoff Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Nalls Sherbakoff Group from 13F filings

Historical chart of Nalls Sherbakoff Group investment in Novartis

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All positions including Novartis held by Nalls Sherbakoff Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Nalls Sherbakoff Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $25k 250 100.97
2023-09-30 $26k 250 101.86
2023-06-30 $24k 250 96.25
2023-03-31 $23k 250 91.58
2018-12-31 $21k 250 84.00

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Capstar Finl Hldgs (CSTR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Nalls Sherbakoff Group

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis