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Novartis shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in Novartis

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

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Quarterly reported holdings in Novartis by Team Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4k 58 128.24
2025-06-30 $7.0k 58 121.02
2023-12-31 $5.9k 58 100.97
2023-09-30 $5.9k 58 101.86

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Fisher Investments
Loomis, Sayles and
Franklin Resources
Goldman Sachs Group
BlackRock
Northern Trust
GQG Partners
Principal Financial Group
Cullen Capital Management
Henderson Group
Renaissance Technologies

View all funds holding Novartis