NVSEF Stock Ownership Activity

NOVARTIS AG-REG 13F holders

1 value investing guru has made changes to the NOVARTIS AG-REG (NVSEF) position according to the gurus' latest SEC quarterly report(s). The number of NVSEF shares has been increased by 1 super investor(s).

Which gurus or hedge funds are buying NVSEF now?

According to the latest SEC filing(s) NOVARTIS AG-REG (NVSEF) has been bought by Independent Franchise Partners - US Equity Fund (added shares +2.43%).

To see more about who is investing in NOVARTIS AG-REG (NVSEF), please go to the NVSEF ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (1 result)
Independent Franchise Partners
US Equity Fund
+2.43%
+8,115
+0.08%
3.51%
Current price: $144.14 5.06% Reported price*: $151.83
2025 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
-8.73%
-31,950
-0.28%
2.95%
Current price: $144.14 4.17% Reported price*: $138.37
2025 Q3 (1 result)
Independent Franchise Partners
US Equity Fund
-15.55%
-67,398
-0.52%
2.81%
Current price: $144.14 14.61% Reported price*: $125.77
2025 Q2 (1 result)
Independent Franchise Partners
US Equity Fund
+0.13%
+575
+0.00%
3.62%
Current price: $144.14 18.92% Reported price*: $121.20
2025 Q1 (1 result)
Independent Franchise Partners
US Equity Fund
+16.75%
+62,091
+0.49%
3.43%
Current price: $144.14 30.34% Reported price*: $110.59
2024 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
-38.79%
-234,968
-2.09%
3.30%
Current price: $144.14 47.48% Reported price*: $97.74
2024 Q3 (1 result)
Independent Franchise Partners
US Equity Fund
-6.63%
-42,996
-0.25%
3.54%
Current price: $144.14 25.57% Reported price*: $114.79
2024 Q2 (1 result)
Independent Franchise Partners
US Equity Fund
-4.30%
-29,119
-0.17%
3.69%
Current price: $144.14 34.66% Reported price*: $107.04
2024 Q1 (1 result)
Independent Franchise Partners
US Equity Fund
-22.33%
-194,881
-0.97%
3.37%
Current price: $144.14 48.78% Reported price*: $96.88
2023 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
-1.15%
-10,115
-0.06%
4.76%
Current price: $144.14 42.84% Reported price*: $100.91
2023 Q2 (1 result)
Independent Franchise Partners
US Equity Fund
+2.93%
+25,120
+0.14%
4.76%
Current price: $144.14 43.35% Reported price*: $100.55
2023 Q1 (1 result)
Independent Franchise Partners
US Equity Fund
-0.20%
-1,747
-0.01%
4.65%
Current price: $144.14 57.45% Reported price*: $91.55
2022 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
-3.04%
-26,973
-0.16%
4.97%
Current price: $144.14 59.44% Reported price*: $90.40
2022 Q2 (1 result)
Independent Franchise Partners
US Equity Fund
-2.26%
-20,542
-0.11%
4.73%
Current price: $144.14 70.20% Reported price*: $84.69
2022 Q1 (1 result)
Independent Franchise Partners
US Equity Fund
-10.66%
-108,161
-0.51%
4.26%
Current price: $144.14 63.93% Reported price*: $87.93
2021 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
+32.75%
+250,455
+1.06%
4.30%
Current price: $144.14 63.60% Reported price*: $88.10
2021 Q3 (1 result)
Independent Franchise Partners
US Equity Fund
-1.90%
-14,814
-0.06%
3.15%
Current price: $144.14 74.84% Reported price*: $82.44
2021 Q2 (1 result)
Independent Franchise Partners
US Equity Fund
+28.31%
+171,973
+0.78%
3.52%
Current price: $144.14 58.17% Reported price*: $91.13
2021 Q1 (1 result)
Independent Franchise Partners
US Equity Fund
-0.20%
-1,208
-0.01%
2.70%
Current price: $144.14 68.67% Reported price*: $85.46
2020 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
-0.61%
-3,732
-0.02%
3.12%
Current price: $144.14 52.55% Reported price*: $94.49
2020 Q3 (1 result)
Independent Franchise Partners
US Equity Fund
-13.79%
-97,978
-0.52%
3.23%
Current price: $144.14 66.14% Reported price*: $86.76
2020 Q2 (1 result)
Independent Franchise Partners
US Equity Fund
+19.86%
+117,704
+0.65%
3.90%
Current price: $144.14 65.69% Reported price*: $86.99
2019 Q4 (1 result)
Independent Franchise Partners
US Equity Fund
-39.28%
-383,403
-2.30%
3.55%
Current price: $144.14 51.79% Reported price*: $94.96
2019 Q3 (1 result)
Independent Franchise Partners
US Equity Fund
buy
+976,113
+4.18%
4.18%
Current price: $144.14 66.23% Reported price*: $86.71
24 of 24

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.