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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

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $235k 1.5k 156.72
2026-03-31 $229k 1.5k 152.75
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 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)

View all positions for Rebalance

Top funds holding Novartis

Fisher Investments
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Dodge & Cox
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
Northern Trust
GQG Partners
Envestnet Asset Management
Henderson Group
Natixis Asset Management Advisors

View all funds holding Novartis