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Novartis shares owned by Wayfinding Financial

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

Historical chart of Wayfinding Financial investment in Novartis

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

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Quarterly reported holdings in Novartis by Wayfinding Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 1.8k 137.46
2025-09-30 $233k 1.8k 127.88
2025-06-30 $212k 1.8k 117.39
2025-03-31 $210k 1.9k 111.23

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Microsoft Corp Stock (MSFT)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Zacks Earnings Consistent Portfolio Etf Etf (ZECP)
Zacks Small/mid Cap Etf Etf (SMIZ)
Jpmorgan International Value Etf Etf (JIVE)
Vanguard Total International Stock Etf Etf (VXUS)
Parametric Hedged Equity Etf Etf (PHEQ)
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP)

View all positions for Wayfinding Financial

Top funds holding Novartis

Dodge & Cox
Dimensional Fund Advisors
PRIMECAP Management Company
Fisher Investments
Loomis, Sayles and
Franklin Resources
GQG Partners
BlackRock
Goldman Sachs Group
Susquehanna International
Northern Trust
Cullen Capital Management
Henderson Group
Raymond James Financial
Wells Fargo & Company

View all funds holding Novartis