Novartis shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Novartis
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Quarterly reported holdings in Novartis by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 2.9k | 128.24 |
| 2021-12-31 | $486k | 5.6k | 87.47 |
| 2021-09-30 | $496k | 6.1k | 81.78 |
| 2021-06-30 | $565k | 6.2k | 91.24 |
| 2021-03-31 | $549k | 6.4k | 85.48 |
| 2020-12-31 | $663k | 7.0k | 94.43 |
| 2020-09-30 | $623k | 7.2k | 86.96 |
| 2020-06-30 | $645k | 7.4k | 87.34 |
| 2020-03-31 | $627k | 7.6k | 82.45 |
| 2019-12-31 | $778k | 8.2k | 94.69 |