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Novartis shares owned by PRW Wealth Management

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

Historical chart of PRW Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $383k 4.1k 93.76
2023-06-30 $404k 4.1k 98.94
2021-06-30 $1.3M 14k 91.26

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock

View all funds holding Novartis