Intercontinental Wealth Advisors, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,178 filers reported holding NOVARTIS A G in Q2 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$753,192
+11.4%
7,464
+1.6%
0.18%
+4.0%
Q1 2023$675,832
+0.1%
7,346
-1.3%
0.17%
-13.9%
Q4 2022$674,957
+18.4%
7,440
-0.9%
0.20%
+12.3%
Q3 2022$570,000
-11.4%
7,504
-1.3%
0.18%
+2.9%
Q2 2022$643,000
+134.7%
7,605
+102.3%
0.17%
-1.7%
Q4 2016$274,000
-13.0%
3,760
-5.8%
0.18%
-21.3%
Q3 2016$315,000
-12.7%
3,990
-8.9%
0.22%
-15.4%
Q2 2016$361,000
+8.7%
4,378
-4.5%
0.27%
+6.4%
Q1 2016$332,000
-24.4%
4,582
-10.1%
0.25%
-16.9%
Q4 2015$439,0005,0990.30%
Other shareholders
NOVARTIS A G shareholders Q2 2023
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