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Novartis shares owned by Signature Estate and Investment Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Signature Estate and Investment Advisors from 13F filings

Historical chart of Signature Estate and Investment Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Signature Estate and Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $296k 3.0k 100.00
2023-09-30 $307k 3.1k 100.00
2023-06-30 $303k 3.0k 100.74

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Broadcom (AVGO)
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View all positions for Signature Estate and Investment Advisors

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