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Novartis shares owned by WPG Advisers

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

Historical chart of WPG Advisers investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by WPG Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $138k 903 152.75
2025-12-31 $58k 421 137.87
2025-09-30 $28k 215 128.24

More positions owned by WPG Advisers

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
John Hancock Exchange Traded Multifactor Mi (JHMM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Amazon (AMZN)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for WPG Advisers

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