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Novartis shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 1.3k 156.72

More positions owned by Octavia Wealth Advisors

Spdr Series Trust St Str P500val (SPYV)
Spdr Series Trust ST STR P500GRW (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Cr 5 10 Yr Etf (IMTB)
Amazon (AMZN)
Micron Technology (MU)

View all positions for Octavia Wealth Advisors

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Goldman Sachs Group
Northern Trust
LMR Partners
Natixis Asset Management Advisors
Envestnet Asset Management
Henderson Group
Jpmorgan Chase & Co

View all funds holding Novartis