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Novartis shares owned by Prospect Financial Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Prospect Financial Group from 13F filings

Historical chart of Prospect Financial Group investment in Novartis

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All positions including Novartis held by Prospect Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Prospect Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 2.1k 128.24
2025-06-30 $258k 2.1k 121.01
2025-03-31 $238k 2.1k 111.48
2024-12-31 $207k 2.1k 97.31

More positions owned by Prospect Financial Group

Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Prospect Financial Group

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