Novartis shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Novartis
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Quarterly reported holdings in Novartis by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $646k | 5.0k | 128.24 |
| 2025-06-30 | $613k | 5.1k | 121.01 |
| 2025-03-31 | $569k | 5.1k | 111.48 |
| 2024-12-31 | $700k | 7.2k | 97.31 |
| 2024-06-30 | $857k | 8.0k | 106.46 |
| 2024-03-31 | $852k | 8.8k | 96.73 |
| 2023-12-31 | $1.0M | 9.9k | 100.97 |
| 2023-09-30 | $1.0M | 10k | 101.86 |
| 2023-06-30 | $1.0M | 10k | 100.91 |
| 2023-03-31 | $884k | 9.6k | 92.00 |
| 2022-12-31 | $847k | 9.3k | 90.72 |
| 2022-09-30 | $746k | 9.8k | 76.06 |
| 2022-06-30 | $829k | 9.8k | 84.50 |
| 2022-03-31 | $822k | 9.4k | 87.74 |
| 2021-12-31 | $792k | 9.1k | 87.42 |
| 2021-09-30 | $745k | 9.1k | 81.73 |
| 2021-06-30 | $1.2M | 13k | 91.20 |
| 2021-03-31 | $4.1M | 47k | 85.49 |
| 2020-12-31 | $4.3M | 46k | 94.43 |
| 2020-09-30 | $4.2M | 48k | 86.95 |
| 2020-06-30 | $4.1M | 47k | 87.35 |
| 2020-03-31 | $3.8M | 46k | 82.45 |
| 2019-12-31 | $4.2M | 45k | 94.68 |
| 2019-09-30 | $3.8M | 44k | 86.90 |
| 2019-06-30 | $4.0M | 44k | 91.30 |
| 2019-03-31 | $4.1M | 43k | 96.14 |
| 2018-12-31 | $3.4M | 40k | 85.82 |
| 2018-09-30 | $3.4M | 40k | 86.15 |
| 2018-06-30 | $2.8M | 38k | 75.55 |
| 2018-03-31 | $2.2M | 27k | 80.86 |
| 2017-12-31 | $2.1M | 25k | 83.96 |
| 2017-09-30 | $1.2M | 14k | 85.87 |
| 2017-06-30 | $368k | 4.4k | 83.54 |
| 2017-03-31 | $295k | 4.0k | 74.21 |
| 2016-12-31 | $290k | 4.0k | 72.96 |
More positions owned by Beacon Investment Advisory Services
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