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Novartis shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Novartis

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

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Quarterly reported holdings in Novartis by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $908k 9.4k 96.50
2023-12-31 $1.0M 10k 101.07

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Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Amazon (AMZN)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Leo Wealth

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