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Novartis shares owned by Park Square Financial Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Park Square Financial Group from 13F filings

Historical chart of Park Square Financial Group investment in Novartis

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All positions including Novartis held by Park Square Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 150 97.31
2025-09-30 $22k 173 128.24
2025-06-30 $45k 373 121.01
2025-03-31 $30k 268 111.48
2024-12-31 $31k 313 97.31

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Spdr S&p 500 Etf Etf - Equity (SPY)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
St Str Blmbrg H/y Etf Etf - Fixed Income (JNK)
Inv Qqq Etf Etf - Equity
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)
Ishr Curr Hdgd Msci Etf Etf - Equity (HEFA)

View all positions for Park Square Financial Group

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis