Marotta Asset Management - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,171 filers reported holding NOVARTIS A G in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of NOVARTIS A G
ValueSharesWeighting
Q4 2023$763,636
-2.7%
7,563
-1.8%
0.16%
-9.9%
Q3 2023$784,831
+0.5%
7,705
-0.5%
0.18%
+4.6%
Q2 2023$781,144
+9.2%
7,741
-1.8%
0.17%
+1.2%
Q4 2022$715,055
-99.9%
7,882
-1.5%
0.17%
+8.2%
Q3 2022$608,384,000
-11.1%
8,004
-1.3%
0.16%
-5.4%
Q2 2022$684,075,000
-3.9%
8,1090.0%0.17%
+1.2%
Q1 2022$711,565,000
+0.9%
8,109
+0.5%
0.17%
+3.8%
Q4 2021$705,446,000
+9.3%
8,065
+2.2%
0.16%
+2.6%
Q3 2021$645,653,000
-9.5%
7,895
+1.5%
0.16%
-8.8%
Q2 2021$713,037,000
+24.8%
7,780
+17.2%
0.17%
+17.1%
Q1 2021$571,399,0006,6380.15%
Other shareholders
NOVARTIS A G shareholders Q4 2022
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 175,039$14,610,0005.98%
MANAGED ASSET PORTFOLIOS, LLC 211,640$17,665,0005.83%
PRENTISS SMITH & CO INC 128,894$10,759,0005.63%
SECTORAL ASSET MANAGEMENT INC 559,296$46,684,0005.10%
Osher Van de Voorde Investment Management 106,515$8,891,0004.74%
BROWN BROTHERS HARRIMAN & CO 10,150,549$847,266,0004.59%
Elefante Mark B 6,019$502,0004.06%
PROFESSIONAL ADVISORY SERVICES INC 223,738$18,675,0004.05%
First Fiduciary Investment Counsel, Inc. 245,403$20,484,0003.92%
COMPASS CAPITAL MANAGEMENT, INC 282,530$23,583,0003.84%
View complete list of NOVARTIS A G shareholders