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Novartis shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 2.0k 115.01
2024-06-30 $213k 2.0k 106.46

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View all positions for Wealthstream Advisors

Top funds holding Novartis

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

View all funds holding Novartis