Pathfinder Wealth Consulting »

Novartis shares owned by Pathfinder Wealth Consulting

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

Historical chart of Pathfinder Wealth Consulting investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 1.3k 152.75

More positions owned by Pathfinder Wealth Consulting

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Amazon (AMZN)
Ishares Tr Core S&p Us Vlu (IUSV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Live Oak Bancshares (LOB)

View all positions for Pathfinder Wealth Consulting

Top funds holding Novartis

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

View all funds holding Novartis