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Novartis shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Novartis

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All positions including Novartis held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 135k 106.46
2024-03-31 $14M 141k 96.73
2023-12-31 $9.9M 98k 100.97

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Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Goldman Sachs Group
Henderson Group
Renaissance Technologies
Principal Financial Group
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
BlackRock
State Street Corporation

View all funds holding Novartis