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Novartis shares owned by Redwood Wealth Management Group

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

Historical chart of Redwood Wealth Management Group investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Redwood Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 2.3k 115.02
2024-06-30 $250k 2.3k 106.46
2024-03-31 $228k 2.4k 96.73
2023-12-31 $239k 2.4k 100.97
2023-09-30 $241k 2.4k 101.86
2023-06-30 $272k 2.7k 100.91
2023-03-31 $253k 2.8k 92.00
2022-12-31 $268k 3.0k 90.72

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money Investor Shares MMN (SWVXX)
Schwab Government Money Inv MMN (SNVXX)
Hon Hai Precision Ordf Ufo (HNHAF)
Microsoft Corporation (MSFT)
International Business Machines (IBM)
Apple (AAPL)
Schwab Value Advantage Money Ultra Shares MMN (SNAXX)
Ishares S&p 500 Growth Etf Uie (IVW)
Ishares Core S&p 500 Etf Uie (IVV)
NVIDIA Corporation (NVDA)
Ishares Russell 2000 Etf Uie (IWM)
Energy Transfer MLP (ET)
Fidelity Advisor Growth Opps I MFC (FAGCX)
Broadcom (AVGO)
Spdr S&p Dividend Etf Uie (SDY)

View all positions for Redwood Wealth Management Group

Top funds holding Novartis

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

View all funds holding Novartis