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Novartis shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 91 128.24
2025-06-30 $11k 91 121.01

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Cohen & Steers Etf Trust Real Estate Acti (CSRE)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)

View all positions for New England Capital Financial Advisors

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