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Novartis shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Novartis (NVS) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 1.5k 145.21

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Crowdstrike Hldgs Cl A (CRWD)
Caterpillar (CAT)
Apple (AAPL)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding Novartis

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

View all funds holding Novartis