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Novartis shares owned by CLS Investments

Quarter-by-quarter ownership of Novartis (NVS) shares owned by CLS Investments from 13F filings

Historical chart of CLS Investments investment in Novartis

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All positions including Novartis held by CLS Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by CLS Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.7M 57k 152.75
2025-12-31 $5.8M 42k 137.87
2025-09-30 $5.5M 43k 128.24
2025-06-30 $4.8M 40k 121.01
2025-03-31 $3.9M 35k 111.48
2024-12-31 $3.3M 34k 97.31
2024-09-30 $3.7M 32k 115.02
2024-06-30 $3.3M 31k 106.46
2024-03-31 $2.8M 29k 96.73
2023-12-31 $3.2M 30k 107.08
2023-09-30 $3.2M 32k 101.86
2023-06-30 $3.2M 32k 100.91
2023-03-31 $2.7M 29k 92.00
2022-12-31 $2.7M 29k 90.72
2022-09-30 $2.2M 29k 76.02
2022-06-30 $2.7M 32k 84.54
2022-03-31 $5.8M 66k 87.75
2021-12-31 $5.5M 63k 87.47
2021-09-30 $5.5M 60k 91.24
2021-06-30 $5.5M 60k 91.24
2021-03-31 $3.9M 46k 85.74
2020-12-31 $9.6M 102k 94.44
2020-09-30 $9.4M 108k 87.12
2019-12-31 $38k 405 93.83
2019-09-30 $35k 405 86.42
2019-06-30 $49k 541 90.57
2019-03-31 $19k 201 94.53
2018-12-31 $8.0k 89 89.89
2018-09-30 $8.0k 89 89.89
2016-09-30 $5.0k 67 74.63