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Novartis shares owned by Beacon Investment Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Beacon Investment Advisors from 13F filings

Historical chart of Beacon Investment Advisors investment in Novartis

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All positions including Novartis held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Beacon Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $385k 3.0k 128.24
2025-06-30 $360k 3.0k 120.01
2025-03-31 $335k 3.0k 111.49
2024-12-31 $292k 3.0k 97.31
2024-09-30 $345k 3.0k 115.02
2024-06-30 $319k 3.0k 106.46