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Novartis shares owned by Studio Investment Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Studio Investment Management from 13F filings

Historical chart of Studio Investment Management investment in Novartis

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All positions including Novartis held by Studio Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Studio Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.9k 40 97.33
2024-09-30 $4.6k 40 115.03
2024-06-30 $4.3k 40 106.45
2024-03-31 $3.9k 40 96.73
2023-12-31 $4.0k 40 100.98
2023-09-30 $4.1k 40 101.85

More positions owned by Studio Investment Management

Vanguard Short-Term Inflation-Protected ETF Vtip (VTIP)
Vanguard Dividend Appreciation ETF Vig (VIG)
Vanguard Value ETF VTV (VTV)
Vanguard Small-Cap Value ETF VBR (VBR)
DFA International Core Equity 2 ETF Dfic (DFIC)
Berkshire Hathaway Inc Class B BRKB (BRK.B)
Schwab Fundamental Intl Lg Co ETF FNDF (FNDF)
Vanguard Short-Term Treasury ETF VGSH (VGSH)
Vanguard Short-Term Corporate Bond ETF VCSH (VCSH)
Alphabet Inc Class A Googl (GOOGL)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)
Dimensional Shrt Drt Fxd Incm Etf DFSD (DFSD)
Procter & Gamble PG (PG)
Nextera Energy Nee (NEE)

View all positions for Studio Investment Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Renaissance Technologies
Principal Financial Group
Henderson Group
Goldman Sachs Group
Cullen Capital Management
Northern Trust
Fisher Investments

View all funds holding Novartis