Novartis shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 32k | 128.24 |
| 2025-06-30 | $3.1M | 26k | 121.01 |
| 2025-03-31 | $3.0M | 27k | 111.48 |
| 2024-12-31 | $826k | 8.5k | 97.31 |
| 2024-09-30 | $708k | 6.2k | 115.03 |
| 2024-06-30 | $748k | 7.0k | 106.47 |
| 2024-03-31 | $237k | 2.5k | 96.74 |
| 2023-12-31 | $239k | 2.4k | 100.98 |
| 2023-09-30 | $254k | 2.5k | 101.87 |
| 2023-06-30 | $207k | 2.1k | 100.91 |
| 2022-12-31 | $279k | 3.1k | 90.73 |
| 2022-09-30 | $296k | 3.9k | 75.99 |
| 2022-06-30 | $345k | 4.1k | 84.43 |
| 2022-03-31 | $332k | 3.8k | 87.65 |
| 2021-12-31 | $288k | 3.3k | 87.41 |
| 2021-09-30 | $162k | 2.0k | 81.37 |
| 2021-06-30 | $202k | 2.2k | 90.91 |
| 2021-03-31 | $68k | 805 | 84.47 |
| 2020-12-31 | $65k | 690 | 94.20 |
| 2020-03-31 | $47k | 572 | 82.45 |
| 2019-12-31 | $51k | 522 | 97.72 |