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Novartis shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial Partners investment in Novartis

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

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Quarterly reported holdings in Novartis by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 1.5k 152.75

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View all positions for TrueWealth Financial Partners

Top funds holding Novartis

Fisher Investments
Dodge & Cox
Morgan Stanley
Dimensional Fund Advisors
PRIMECAP Management Company
Goldman Sachs Group
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
BlackRock
GQG Partners
Susquehanna International
Northern Trust
Envestnet Asset Management
Henderson Group

View all funds holding Novartis