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Novartis shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $190k 1.2k 152.75
2025-06-30 $69k 579 119.31

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Amazon Stock (AMZN)
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View all positions for Twin Peaks Wealth Advisors

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