Novartis shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.4M | 9.3k | 152.75 |
| 2025-12-31 | $1.3M | 9.6k | 137.85 |
| 2025-09-30 | $1.0M | 7.9k | 128.23 |
| 2025-06-30 | $596k | 4.9k | 120.99 |
| 2025-03-31 | $581k | 5.2k | 111.49 |
| 2024-12-31 | $689k | 7.1k | 97.32 |
| 2024-09-30 | $324k | 2.8k | 115.04 |
| 2024-06-30 | $302k | 2.8k | 106.48 |
| 2024-03-31 | $272k | 2.8k | 96.72 |
| 2023-12-31 | $282k | 2.8k | 100.96 |
| 2023-09-30 | $232k | 2.3k | 101.85 |
| 2023-06-30 | $202k | 2.0k | 100.90 |
| 2022-06-30 | $226k | 2.7k | 84.36 |
| 2022-03-31 | $225k | 2.6k | 87.58 |
| 2021-12-31 | $229k | 2.6k | 87.64 |