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Novartis shares owned by Traveka Wealth

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

Historical chart of Traveka Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by Traveka Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $300k 3.1k 96.74
2023-12-31 $292k 2.9k 100.98

More positions owned by Traveka Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Core Msci Emkt (IEMG)

View all positions for Traveka Wealth

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Loomis, Sayles and
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Cullen Capital Management
Henderson Group
Principal Financial Group
Northern Trust
Mondrian Investment Partners
Wells Fargo & Company

View all funds holding Novartis