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Novartis shares owned by Rdl Financial

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

Historical chart of Rdl Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Rdl Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $222k 2.0k 111.48
2014-03-31 $320k 3.8k 85.08
2013-12-31 $696k 8.7k 80.35

More positions owned by Rdl Financial

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Acwi Exus (HAWX)
Ishares Tr Msci Usa Value (VLUE)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Russell Low Vol (ONEV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Global X Fds Us Infr Dev Etf (PAVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Visa Com Cl A (V)

View all positions for Rdl Financial

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