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Novartis shares owned by Castlekeep Investment Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Castlekeep Investment Advisors from 13F filings

Historical chart of Castlekeep Investment Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Castlekeep Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 7.9k 128.24
2025-06-30 $1.3M 11k 121.01
2025-03-31 $1.3M 12k 111.48
2024-12-31 $1.1M 12k 97.31
2024-09-30 $1.2M 11k 115.02