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Novartis shares owned by Plan

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Plan from 13F filings

Historical chart of Plan investment in Novartis

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All positions including Novartis held by Plan consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $482k 4.8k 100.97
2023-09-30 $487k 4.8k 101.86
2023-06-30 $481k 4.8k 100.91
2023-03-31 $438k 4.8k 92.00
2022-12-31 $432k 4.8k 90.73
2022-09-30 $367k 4.8k 75.98
2022-06-30 $415k 4.9k 84.56
2022-03-31 $513k 5.8k 87.83
2021-12-31 $510k 5.8k 87.48
2021-09-30 $477k 5.8k 81.82
2021-06-30 $532k 5.8k 91.25
2021-03-31 $498k 5.8k 85.42
2020-12-31 $596k 6.3k 94.47
2020-09-30 $549k 6.3k 87.02
2020-06-30 $572k 6.6k 87.30
2020-03-31 $541k 6.6k 82.48
2019-12-31 $640k 6.8k 94.73
2019-09-30 $592k 6.8k 86.85
2019-06-30 $654k 7.2k 91.32
2019-03-31 $722k 7.5k 96.20
2018-12-31 $615k 7.2k 85.82
2018-09-30 $651k 7.6k 86.10
2018-06-30 $578k 7.7k 75.50
2017-09-30 $322k 3.8k 85.87
2017-03-31 $278k 3.8k 74.13
2016-12-31 $522k 7.2k 72.71
2016-03-31 $252k 3.5k 72.71
2014-09-30 $532k 5.7k 94.04
2014-03-31 $480k 5.7k 84.90
2013-12-31 $437k 5.5k 80.17