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Novartis shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Novartis

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

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Quarterly reported holdings in Novartis by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $71k 450 156.72

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Novartis

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

View all funds holding Novartis