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Novartis shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 1.4k 152.75
2024-06-30 $6.3k 59 106.46
2024-03-31 $5.7k 59 96.73
2023-12-31 $6.0k 59 100.97
2020-03-31 $207k 2.5k 82.50
2019-06-30 $261k 2.9k 91.39
2019-03-31 $250k 2.6k 96.26

More positions owned by VisionPoint Advisory Group

NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Deere & Company (DE)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

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