Novartis shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $695k | 5.4k | 128.24 |
| 2025-06-30 | $589k | 4.9k | 121.01 |
| 2025-03-31 | $571k | 5.1k | 111.48 |
| 2024-12-31 | $498k | 5.1k | 97.31 |
| 2024-09-30 | $555k | 4.8k | 115.02 |
| 2024-06-30 | $557k | 5.2k | 106.46 |
| 2024-03-31 | $506k | 5.2k | 96.73 |
| 2023-12-31 | $494k | 4.9k | 100.97 |
| 2023-09-30 | $505k | 5.0k | 101.86 |
| 2023-06-30 | $442k | 4.4k | 100.91 |
| 2023-03-31 | $403k | 4.4k | 92.00 |
| 2022-12-31 | $397k | 4.4k | 90.72 |
| 2022-09-30 | $333k | 4.4k | 76.01 |
| 2022-06-30 | $370k | 4.4k | 84.46 |
| 2022-03-31 | $384k | 4.4k | 87.65 |
| 2021-12-31 | $335k | 3.8k | 87.44 |
| 2021-09-30 | $313k | 3.8k | 81.70 |
| 2021-06-30 | $350k | 3.8k | 91.36 |
| 2021-03-31 | $273k | 3.2k | 85.55 |
| 2020-12-31 | $322k | 3.4k | 94.54 |
| 2020-09-30 | $225k | 2.6k | 86.94 |