Novartis shares owned by Barry Investment Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Barry Investment Advisors
from 13F filings
Historical chart of Barry Investment Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Barry Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Barry Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 1.9k | 128.21 |
| 2025-06-30 | $255k | 2.1k | 120.99 |
| 2025-03-31 | $234k | 2.1k | 111.48 |
| 2024-12-31 | $206k | 2.1k | 97.32 |
| 2024-09-30 | $244k | 2.1k | 115.03 |
| 2024-06-30 | $226k | 2.1k | 106.47 |
| 2024-03-31 | $204k | 2.1k | 96.77 |
| 2023-12-31 | $212k | 2.1k | 101.01 |
| 2023-09-30 | $214k | 2.1k | 101.90 |
| 2023-06-30 | $211k | 2.1k | 100.90 |
| 2020-12-31 | $205k | 2.2k | 94.25 |