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Novartis shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $211k 2.2k 97.31
2024-06-30 $307k 2.9k 106.46

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

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
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies
Wells Fargo & Company

View all funds holding Novartis