FORTE CAPITAL LLC /ADV - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,113 filers reported holding NOVARTIS A G in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2021$252,000
+1.2%
2,765
-5.0%
0.03%
-10.5%
Q1 2021$249,000
-9.1%
2,912
+0.5%
0.04%
-9.5%
Q4 2020$274,000
+4.6%
2,898
-3.7%
0.04%
-12.5%
Q3 2020$262,000
-8.1%
3,009
-7.8%
0.05%
-20.0%
Q2 2020$285,000
+26.1%
3,265
+23.9%
0.06%
-16.7%
Q3 2017$226,000
+4.1%
2,635
+1.3%
0.07%
+1.4%
Q2 2017$217,000
+2.4%
2,600
-8.8%
0.07%
-1.4%
Q1 2017$212,000
+1.4%
2,850
-0.9%
0.07%
-7.7%
Q4 2016$209,000
-13.3%
2,875
-5.7%
0.08%
-15.2%
Q3 2016$241,000
-24.2%
3,050
-20.8%
0.09%
-25.2%
Q2 2016$318,000
-32.1%
3,850
-40.4%
0.12%
-40.3%
Q1 2016$468,000
-15.8%
6,4600.0%0.21%
-9.6%
Q4 2015$556,000
-15.0%
6,460
-9.2%
0.23%
-23.7%
Q3 2015$654,000
-5.1%
7,111
+1.4%
0.30%
+2.0%
Q2 2015$689,000
-10.1%
7,011
-7.3%
0.29%
-10.9%
Q1 2015$766,000
-5.3%
7,561
-13.4%
0.33%
-6.5%
Q4 2014$809,000
+34.2%
8,726
+36.3%
0.35%
+26.6%
Q3 2014$603,0006,4010.28%
Other shareholders
NOVARTIS A G shareholders Q2 2021
NameSharesValueWeighting ↓
PRENTISS SMITH & CO INC 127,510$11,721,0006.50%
MANAGED ASSET PORTFOLIOS, LLC 127,716$11,740,0006.04%
EXENCIAL WEALTH ADVISORS, LLC 116,917$10,747,0005.25%
MCDANIEL TERRY & CO 181,095$16,646,0004.64%
Fayerweather Charles 18,180$1,671,0004.54%
Osher Van de Voorde Investment Management 78,138$7,182,0004.38%
BROWN BROTHERS HARRIMAN & CO 9,291,495$854,074,0004.35%
Boulegeris Investments, Inc. 61,322$5,637,0004.31%
DODGE & COX 45,723,035$4,202,861,0004.23%
WHV Investments, Inc. 1,603,476$152,945,0004.23%
View complete list of NOVARTIS A G shareholders