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Novartis shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 110 137.87
2025-09-30 $14k 108 128.24
2025-06-30 $4.4k 36 121.00

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View all positions for Principia Wealth Advisory

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