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Novartis shares owned by Rebalance

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

Historical chart of Rebalance investment in Novartis

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

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Quarterly reported holdings in Novartis by Rebalance

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 1.5k 137.87

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)

View all positions for Rebalance

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
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
Wells Fargo & Company

View all funds holding Novartis