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Novartis shares owned by Forum Financial Management

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

Historical chart of Forum Financial Management investment in Novartis

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

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Quarterly reported holdings in Novartis by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 24k 96.73
2023-12-31 $2.4M 24k 100.97
2023-09-30 $2.4M 24k 101.86
2023-06-30 $2.5M 25k 100.91
2023-03-31 $2.2M 24k 92.00
2022-12-31 $2.3M 25k 90.72
2022-09-30 $1.9M 25k 76.00
2022-06-30 $2.1M 25k 84.54
2022-03-31 $2.2M 25k 87.75
2021-12-31 $2.2M 25k 87.46

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

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