Novartis shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $13M | 85k | 152.75 |
| 2025-12-31 | $9.2M | 67k | 137.87 |
| 2025-09-30 | $8.2M | 64k | 128.24 |
| 2025-06-30 | $7.4M | 61k | 121.01 |
| 2025-03-31 | $6.5M | 59k | 111.48 |
| 2024-12-31 | $4.3M | 44k | 97.31 |
| 2024-09-30 | $5.5M | 48k | 115.02 |
| 2024-06-30 | $4.9M | 46k | 106.46 |
| 2024-03-31 | $4.3M | 45k | 96.73 |
| 2023-12-31 | $3.7M | 37k | 100.97 |
| 2023-09-30 | $3.3M | 32k | 101.86 |
| 2023-06-30 | $1.1M | 11k | 100.91 |
| 2023-03-31 | $832k | 9.0k | 92.00 |
| 2022-12-31 | $1.3M | 15k | 90.72 |
| 2022-09-30 | $1.1M | 15k | 75.96 |
| 2022-06-30 | $1.5M | 18k | 84.63 |
| 2022-03-31 | $2.8M | 32k | 87.76 |
| 2021-12-31 | $1.1M | 13k | 87.49 |
| 2021-09-30 | $1.1M | 13k | 81.79 |
| 2021-06-30 | $1.3M | 14k | 91.27 |
| 2021-03-31 | $563k | 6.6k | 85.68 |
| 2020-12-31 | $1.2M | 13k | 94.53 |
| 2020-09-30 | $969k | 11k | 86.95 |
| 2020-06-30 | $1.1M | 13k | 87.15 |
| 2020-03-31 | $827k | 10k | 82.35 |