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Novartis shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.3k 156.66
2014-12-31 $1.5M 16k 92.65

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View all positions for SFMG Wealth Advisors

Top funds holding Novartis

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

View all funds holding Novartis