Novartis shares owned by UMA Financial Services
Quarter-by-quarter ownership of Novartis (NVS) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Novartis
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Quarterly reported holdings in Novartis by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $205k | 2.2k | 93.20 |
| 2023-12-31 | $232k | 2.1k | 108.47 |
| 2023-09-30 | $208k | 2.1k | 97.59 |
| 2023-06-30 | $211k | 2.1k | 98.77 |
| 2023-03-31 | $273k | 2.8k | 98.02 |
| 2022-12-31 | $262k | 2.9k | 92.02 |
| 2022-09-30 | $223k | 2.9k | 77.43 |
| 2022-06-30 | $247k | 2.9k | 85.76 |
| 2022-03-31 | $267k | 3.0k | 88.15 |
| 2021-12-31 | $280k | 3.1k | 89.23 |
| 2021-09-30 | $305k | 3.7k | 83.45 |
| 2021-06-30 | $368k | 4.0k | 91.07 |
| 2021-03-31 | $353k | 4.1k | 87.16 |
| 2020-12-31 | $353k | 3.9k | 89.39 |
| 2020-09-30 | $332k | 4.2k | 79.77 |
| 2020-06-30 | $339k | 4.1k | 82.36 |
| 2020-03-31 | $355k | 4.0k | 88.18 |
| 2019-12-31 | $382k | 4.1k | 93.72 |
| 2019-09-30 | $353k | 3.9k | 91.38 |