Novartis shares owned by Beacon Financial
Historical chart of Beacon Financial investment in Novartis
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Quarterly reported holdings in Novartis by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 20k | 128.24 |
| 2025-06-30 | $2.5M | 21k | 121.01 |
| 2025-03-31 | $2.3M | 21k | 111.48 |
| 2024-12-31 | $2.1M | 22k | 97.31 |
| 2024-09-30 | $2.5M | 22k | 115.02 |
| 2024-06-30 | $2.4M | 23k | 106.46 |
| 2024-03-31 | $2.2M | 23k | 96.73 |
| 2023-12-31 | $2.4M | 24k | 100.97 |
| 2023-09-30 | $2.3M | 23k | 100.48 |
| 2023-06-30 | $2.8M | 28k | 99.35 |
| 2023-03-31 | $2.8M | 29k | 95.69 |
| 2022-12-31 | $3.0M | 33k | 91.15 |
| 2022-09-30 | $2.5M | 33k | 76.73 |
| 2022-06-30 | $2.7M | 32k | 84.14 |
| 2022-03-31 | $2.8M | 32k | 88.42 |
| 2021-12-31 | $2.7M | 30k | 87.88 |
| 2021-09-30 | $2.5M | 30k | 82.89 |
| 2021-06-30 | $2.6M | 29k | 90.23 |
| 2021-03-31 | $2.6M | 27k | 94.74 |
| 2020-12-31 | $2.6M | 27k | 94.74 |
| 2020-09-30 | $2.4M | 27k | 86.95 |
| 2020-06-30 | $2.5M | 29k | 87.34 |
| 2020-03-31 | $2.4M | 29k | 81.89 |
| 2019-12-31 | $2.7M | 29k | 94.67 |
| 2019-09-30 | $2.3M | 26k | 87.42 |
| 2019-06-30 | $2.5M | 27k | 91.32 |
| 2019-03-31 | $2.6M | 27k | 96.16 |
| 2018-12-31 | $2.3M | 27k | 85.26 |
| 2018-09-30 | $2.5M | 29k | 86.15 |
| 2018-06-30 | $2.2M | 30k | 75.53 |
| 2018-03-31 | $2.5M | 31k | 80.86 |
| 2017-12-31 | $2.6M | 31k | 83.97 |
| 2017-09-30 | $2.7M | 31k | 85.85 |
| 2017-06-30 | $2.0M | 24k | 84.21 |
| 2017-03-31 | $1.6M | 22k | 74.75 |
| 2016-12-31 | $1.3M | 18k | 72.80 |
| 2016-09-30 | $1.3M | 16k | 79.28 |
| 2016-06-30 | $1.3M | 16k | 81.17 |
| 2016-03-31 | $1.2M | 17k | 72.55 |
| 2015-12-31 | $1.6M | 18k | 87.51 |
| 2015-09-30 | $1.7M | 19k | 89.52 |
| 2015-06-30 | $1.8M | 19k | 98.51 |
| 2015-03-31 | $1.8M | 18k | 101.33 |
| 2014-12-31 | $1.6M | 18k | 93.19 |
| 2014-09-30 | $1.8M | 20k | 93.53 |
| 2014-06-30 | $3.9M | 43k | 90.38 |
| 2014-03-31 | $6.0M | 74k | 81.59 |
| 2013-12-31 | $6.3M | 79k | 80.35 |
| 2013-09-30 | $9.2M | 80k | 114.47 |