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Novartis shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $951k 9.8k 96.73
2023-12-31 $825k 8.2k 100.97

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Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
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Microsoft Corporation (MSFT)
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
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Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Mondrian Investment Partners
Wells Fargo & Company
UBS Group
Cullen Capital Management
Fisher Investments
Scharf Investments

View all funds holding Novartis