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Novartis shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects investment in Novartis

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Novartis by Financial & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-03-31 $343k 3.5k 96.73
2023-12-31 $276k 2.7k 100.96
2023-09-30 $289k 2.8k 101.85
2023-06-30 $295k 2.9k 100.90
2023-03-31 $301k 3.3k 92.01
2022-12-31 $295k 3.2k 92.07
2022-06-30 $329k 3.9k 84.53
2022-03-31 $341k 3.9k 87.76
2021-03-31 $355k 4.2k 85.47

More positions owned by Financial & Tax Architects

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Cre U S Reit Etf (USRT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Tips Bd Etf (TIP)
International Business Machines (IBM)
Caterpillar (CAT)
Lowe's Companies (LOW)

View all positions for Financial & Tax Architects

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Loomis, Sayles and
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Cullen Capital Management
Henderson Group
Principal Financial Group
Northern Trust
Mondrian Investment Partners
Wells Fargo & Company

View all funds holding Novartis