ORG Wealth Partners »

Novartis shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in Novartis

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.8k 128.24
2024-12-31 $3.2k 33 97.22
2024-09-30 $3.8k 33 115.00

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Berkshire Hathaway Inc Del Cl A Equity (BRK.A)
Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Exxon Mobil Corp Common Stock (XOM)
Abbott Labs Common Stock (ABT)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth 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