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Novartis shares owned by Narus Financial Partners

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Narus Financial Partners from 13F filings

Historical chart of Narus Financial Partners investment in Novartis

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All positions including Novartis held by Narus Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Narus Financial Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $219k 1.8k 121.01
2025-03-31 $230k 2.1k 111.48
2024-12-31 $227k 2.3k 97.31
2024-09-30 $264k 2.3k 115.02

More positions owned by Narus Financial Partners

Wal-Mart Stores (WMT)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)
Invesco Db Multi-sector Comm Oil Fd (DBO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Eafe Sml Cp Etf (SCZ)

View all positions for Narus Financial Partners

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies

View all funds holding Novartis