Oxford Wealth Group »

Novartis shares owned by Oxford Wealth Group

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

Historical chart of Oxford Wealth Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Oxford Wealth Group 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 Oxford Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $721k 7.4k 97.31
2024-09-30 $831k 7.2k 115.02
2024-06-30 $1.1M 10k 106.46
2024-03-31 $658k 6.8k 96.73

More positions owned by Oxford Wealth Group

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Meta Platforms Cl A (META)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Exxon Mobil Corporation (XOM)

View all positions for Oxford Wealth Group

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