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Novartis shares owned by Red Tortoise

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

Historical chart of Red Tortoise investment in Novartis

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

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Quarterly reported holdings in Novartis by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 207 96.73
2023-12-31 $21k 207 100.97
2023-09-30 $21k 207 101.86
2023-06-30 $21k 207 100.91
2023-03-31 $19k 207 92.00
2022-12-31 $19k 207 90.72
2021-09-30 $16k 207 77.29

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Vanguard Value Etf Etf (VTV)
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Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments
Citadel Advisors

View all funds holding Novartis