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Novartis shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth Advisors investment in Novartis

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

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Quarterly reported holdings in Novartis by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $64k 500 128.24
2025-06-30 $61k 500 121.01
2025-03-31 $56k 500 111.48
2024-12-31 $49k 500 97.31
2024-09-30 $58k 500 115.02
2024-06-30 $53k 500 106.46
2024-03-31 $48k 500 96.73
2023-12-31 $56k 555 100.97
2023-09-30 $51k 500 101.86

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Provenance Wealth Advisors

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