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Novartis shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 18k 96.73
2023-12-31 $1.8M 17k 100.97
2023-09-30 $1.6M 16k 101.86
2023-06-30 $643k 6.4k 100.91
2020-06-30 $63k 719 87.62
2020-03-31 $47k 565 83.19
2019-12-31 $90k 951 94.64

More positions owned by Procyon Private Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
American Centy Etf Tr Us Quality Grow (QGRO)
Spdr Ser Tr Portfolio Crport (SPBO)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Meta Platforms Cl A (META)
Vanguard Whitehall Fds High Div Yld (VYM)
JPMorgan Chase & Co. (JPM)

View all positions for Procyon Private Wealth Partners

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis