Vista Wealth Management Group »

Novartis shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Vista Wealth Management Group 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 Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $250k 2.6k 97.31
2024-09-30 $323k 2.8k 115.02
2024-06-30 $206k 1.9k 106.46
2020-03-31 $317k 3.8k 82.47

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ccc Intelligent Solutions Holdings (CCCS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nu Hldgs Ord Shs Cl A (NU)
Doordash Cl A (DASH)
NVIDIA Corporation (NVDA)
Datadog Cl A Com (DDOG)
Apple (AAPL)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock

View all funds holding Novartis