Novartis shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $470k | 3.4k | 137.87 |
| 2025-09-30 | $450k | 3.5k | 128.24 |
| 2025-06-30 | $560k | 4.6k | 121.01 |
| 2025-03-31 | $827k | 7.4k | 111.48 |
| 2024-12-31 | $869k | 8.9k | 97.31 |
| 2024-06-30 | $1.2M | 11k | 106.46 |
| 2024-03-31 | $1.3M | 13k | 96.73 |
| 2023-12-31 | $1.6M | 16k | 100.97 |
| 2023-09-30 | $1.6M | 16k | 101.86 |
| 2023-06-30 | $1.6M | 16k | 100.90 |
| 2023-03-31 | $1.5M | 16k | 92.00 |
| 2022-12-31 | $1.5M | 16k | 90.72 |
| 2022-09-30 | $1.4M | 18k | 76.06 |
| 2022-06-30 | $1.5M | 18k | 84.56 |
| 2022-03-31 | $1.3M | 14k | 87.75 |
| 2021-12-31 | $1.1M | 12k | 87.47 |
| 2021-09-30 | $1.1M | 14k | 81.79 |
| 2021-06-30 | $1.3M | 14k | 91.27 |
| 2021-03-31 | $1.3M | 15k | 85.45 |
| 2020-12-31 | $1.4M | 15k | 94.47 |
| 2020-09-30 | $1.3M | 15k | 86.96 |
| 2020-06-30 | $925k | 11k | 87.29 |
| 2020-03-31 | $928k | 11k | 82.40 |
| 2019-12-31 | $904k | 9.5k | 94.73 |
| 2019-09-30 | $734k | 8.4k | 86.91 |
| 2019-06-30 | $766k | 8.4k | 91.33 |
| 2019-03-31 | $772k | 8.0k | 96.13 |
| 2018-12-31 | $821k | 9.6k | 85.76 |
| 2018-09-30 | $954k | 11k | 86.15 |
| 2018-06-30 | $929k | 12k | 75.59 |
| 2018-03-31 | $1.5M | 18k | 80.87 |
| 2017-12-31 | $1.7M | 20k | 83.98 |
| 2017-09-30 | $1.8M | 21k | 85.87 |
| 2017-06-30 | $1.6M | 20k | 83.47 |
| 2017-03-31 | $2.0M | 27k | 74.28 |
| 2016-12-31 | $2.2M | 31k | 72.85 |
| 2016-09-30 | $3.2M | 39k | 82.52 |
| 2016-06-30 | $3.2M | 39k | 82.52 |
| 2016-03-31 | $3.8M | 52k | 72.44 |
| 2015-12-31 | $4.9M | 57k | 86.05 |
| 2015-09-30 | $9.8M | 107k | 91.92 |
| 2015-06-30 | $12M | 120k | 98.34 |
| 2015-03-31 | $12M | 124k | 98.61 |
| 2014-12-31 | $9.7M | 105k | 92.66 |