Disciplined Investments, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,197 filers reported holding NOVARTIS A G in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q2 2023$1,009
+9.7%
100.0%0.00%
Q1 2023$920
+1.4%
100.0%0.00%
Q4 2022$907
-9.3%
100.0%0.00%
Q3 2022$1,0000.0%100.0%0.00%
Q2 2022$1,000
-50.0%
10
-50.0%
0.00%
Q1 2022$2,000
-88.9%
20
-90.5%
0.00%
-100.0%
Q4 2021$18,000
+1700.0%
210
+2000.0%
0.01%
Q3 2021$1,0000.0%100.0%0.00%
-100.0%
Q2 2021$1,0000.0%100.0%0.00%0.0%
Q1 2021$1,000
-50.0%
10
-50.0%
0.00%0.0%
Q4 2020$2,000
-89.5%
20
-90.8%
0.00%
-92.9%
Q3 2020$19,000
-9.5%
217
-8.4%
0.01%
-12.5%
Q2 2020$21,000
+5.0%
2370.0%0.02%
-15.8%
Q1 2020$20,000
-9.1%
2370.0%0.02%0.0%
Q4 2019$22,0002370.02%
Other shareholders
NOVARTIS A G shareholders Q3 2023
NameSharesValueWeighting ↓
EXENCIAL WEALTH ADVISORS, LLC 188,514$13,713,0005.95%
PRENTISS SMITH & CO INC 136,441$10,133,0005.74%
MANAGED ASSET PORTFOLIOS, LLC 204,985$15,225,0005.46%
Osher Van de Voorde Investment Management 108,725$8,075,0004.40%
BROWN BROTHERS HARRIMAN & CO 10,796,684$801,870,0004.35%
SECTORAL ASSET MANAGEMENT INC 472,296$35,077,0004.10%
PROFESSIONAL ADVISORY SERVICES INC 235,347$17,479,0003.87%
Elefante Mark B 5,619$417,0003.78%
SPHERA FUNDS MANAGEMENT LTD. 255,000$18,959,0003.71%
CGOV Asset Management 997,161$98,662,0003.61%
View complete list of NOVARTIS A G shareholders