Formidable Asset Management, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,284 filers reported holding NOVARTIS A G in Q2 2024. The put-call ratio across all filers is 1.04 and the average weighting 0.2%.

Quarter-by-quarter ownership
Formidable Asset Management, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2024$401,035
+13.1%
3,767
+2.8%
0.06%
+12.1%
Q1 2024$354,612
+4.3%
3,666
+8.9%
0.06%
-18.3%
Q4 2023$339,865
+108137.3%
3,366
-0.9%
0.07%
+7.6%
Q1 2023$314
+1.9%
3,3960.0%0.07%
-5.7%
Q4 2022$308
-99.9%
3,3960.0%0.07%
+22.8%
Q1 2022$298,000
+4.2%
3,396
-3.1%
0.06%
+5.6%
Q3 2021$286,000
-10.9%
3,5030.0%0.05%
-21.7%
Q2 2021$321,000
+1.3%
3,503
-4.8%
0.07%0.0%
Q1 2021$317,000
-8.6%
3,6810.0%0.07%
-13.8%
Q4 2020$347,000
+7.8%
3,6810.0%0.08%
-14.9%
Q3 2020$322,000
+0.6%
3,681
+1.2%
0.09%0.0%
Q2 2020$320,000
-29.5%
3,639
-31.2%
0.09%
-51.0%
Q3 2017$454,000
-13.5%
5,286
-21.6%
0.19%
-16.2%
Q1 2017$525,000
+1.4%
6,740
-5.3%
0.23%
-12.6%
Q4 2016$518,000
-13.5%
7,115
-6.2%
0.26%
-12.1%
Q3 2016$599,000
-4.9%
7,5860.0%0.30%
-15.1%
Q2 2016$630,000
+11.3%
7,586
+2.5%
0.35%
-11.8%
Q1 2016$566,000
-25.7%
7,401
-17.5%
0.40%
-24.6%
Q4 2015$762,000
-12.6%
8,970
-5.5%
0.53%
-9.3%
Q3 2015$872,000
-10.8%
9,495
-12.1%
0.58%
-1.5%
Q2 2014$978,000
+11.4%
10,800
-0.4%
0.59%0.0%
Q4 2013$878,00010,8450.59%
Other shareholders
NOVARTIS A G shareholders Q2 2024
NameSharesValueWeighting ↓
MANAGED ASSET PORTFOLIOS, LLC 294,841$25,621,0005.62%
Mawer Investment Management Ltd. 5,990,387$520,565,0004.76%
SCHARF INVESTMENTS, LLC 1,177,939$102,363,0004.18%
PRENTISS SMITH & CO INC 69,603$6,048,0004.05%
EXENCIAL WEALTH ADVISORS, LLC 188,442$16,376,0003.52%
GARLAND CAPITAL MANAGEMENT INC 54,405$4,728,0003.38%
First Fiduciary Investment Counsel, Inc. 182,729$15,879,0003.36%
PUZO MICHAEL J 99,973$8,689,0003.27%
PROFESSIONAL ADVISORY SERVICES INC 198,174$17,221,0003.27%
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 369,442$32,105,0003.26%
View complete list of NOVARTIS A G shareholders