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Novartis shares owned by Proathlete Wealth Management

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

Historical chart of Proathlete Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Proathlete Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 162 128.23
2025-06-30 $21k 175 121.01
2025-03-31 $18k 162 111.48

More positions owned by Proathlete Wealth Management

Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Avantis Us Small Cap Value Etf Uit Exchange Traded (AVUV)
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Duratn Bndactv Etf Uit Exchange Traded (NEAR)
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI)
Ishares National Muni Bond Etf Uit Exchange Traded (MUB)
Avantis International Equity Etf Uit Exchange Traded (AVDE)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)

View all positions for Proathlete Wealth Management

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