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Novartis shares owned by Symphony Financial

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Symphony Financial from 13F filings

Historical chart of Symphony Financial investment in Novartis

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All positions including Novartis held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.3k 157.42
2021-06-30 $383k 4.2k 91.23
2020-09-30 $284k 3.3k 87.06
2020-03-31 $270k 3.3k 81.77

More positions owned by Symphony Financial

Spdr Series Trust ST STR PR SP1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str P500val (SPYV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust St Inter Bd Etf (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Symphony Financial

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