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Novartis shares owned by Surevest

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

Historical chart of Surevest investment in Novartis

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

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Quarterly reported holdings in Novartis by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $24k 310 77.42
2022-06-30 $26k 310 83.87
2022-03-31 $27k 310 87.10
2021-12-31 $27k 310 87.10

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View all positions for Surevest

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