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Novartis shares owned by McCarthy Grittinger Financial Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by McCarthy Grittinger Financial Group from 13F filings

Historical chart of McCarthy Grittinger Financial Group investment in Novartis

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All positions including Novartis held by McCarthy Grittinger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by McCarthy Grittinger Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 152 96.73
2023-12-31 $25k 250 100.97
2023-09-30 $26k 250 101.86

More positions owned by McCarthy Grittinger Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for McCarthy Grittinger Financial Group

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