Virginia Estate & Retirement Planning Advisors »

Novartis shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Virginia Estate & Retirement Planning Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6k 17 152.76

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Msci Kokusai Etf (TOK)
Sprott Asset Management Physical Silver (PSLV)
Schwab Strategic Tr Core Bond Etf (Principal) (SCCR)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Etf Ser Solutions Vident Internati (VIDI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (FLRN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
Meta Platforms Cl A (META)

View all positions for Virginia Estate & Retirement Planning Advisors

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