Novartis shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Novartis by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $105k | 821 | 128.24 |
| 2025-06-30 | $109k | 901 | 121.01 |
| 2025-03-31 | $90k | 807 | 111.48 |
| 2024-12-31 | $67k | 683 | 97.31 |
| 2024-09-30 | $71k | 617 | 115.02 |
| 2024-06-30 | $36k | 334 | 106.46 |
| 2024-03-31 | $34k | 350 | 96.73 |
| 2023-12-31 | $38k | 377 | 100.97 |
| 2023-09-30 | $37k | 358 | 101.86 |
| 2023-06-30 | $32k | 314 | 100.91 |
| 2023-03-31 | $21k | 228 | 92.00 |