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Novartis shares owned by Avalon Trust

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

Historical chart of Avalon Trust investment in Novartis

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

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Quarterly reported holdings in Novartis by Avalon Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $173k 1.5k 115.02
2024-06-30 $160k 1.5k 106.46
2024-03-31 $145k 1.5k 96.73
2023-12-31 $152k 1.5k 100.97
2023-09-30 $153k 1.5k 101.86
2023-06-30 $151k 1.5k 100.91
2023-03-31 $138k 1.5k 92.00