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
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Beacon Investment Advisors
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