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Novartis shares owned by Wealthsimple US

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

Historical chart of Wealthsimple US investment in Novartis

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

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Quarterly reported holdings in Novartis by Wealthsimple US

Quarter filed Position value Share count Share price at filing
2021-03-31 $223k 2.6k 85.57
2020-12-31 $234k 2.5k 94.24

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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