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Novartis shares owned by Strategic Investment Advisors / MI

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Strategic Investment Advisors / MI from 13F filings

Historical chart of Strategic Investment Advisors / MI investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Strategic Investment Advisors / MI consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Strategic Investment Advisors / MI

Quarter filed Position value Share count Share price at filing
2024-09-30 $521k 4.5k 115.01
2024-06-30 $491k 4.6k 106.45
2024-03-31 $432k 4.5k 96.72
2023-12-31 $440k 4.4k 100.97
2023-09-30 $429k 4.2k 101.85
2023-06-30 $411k 4.1k 100.90
2023-03-31 $330k 3.6k 91.99
2022-12-31 $207k 2.3k 90.70

More positions owned by Strategic Investment Advisors / MI

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Strategic Investment Advisors / MI

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