Coldstream Capital Management »

Novartis shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 19k 152.75
2025-12-31 $1.8M 13k 137.87
2025-09-30 $2.3M 18k 128.24
2025-06-30 $1.6M 13k 121.01
2025-03-31 $896k 8.0k 111.48
2024-12-31 $756k 7.8k 97.31
2024-09-30 $914k 7.9k 115.02
2024-06-30 $728k 6.8k 106.46
2024-03-31 $648k 6.7k 96.73
2023-12-31 $646k 6.4k 100.97
2023-09-30 $561k 5.5k 101.86
2023-06-30 $608k 6.0k 100.90
2023-03-31 $547k 6.0k 91.99
2022-12-31 $260k 2.9k 90.72
2022-06-30 $482k 5.7k 84.53
2022-03-31 $416k 4.7k 87.71
2021-12-31 $366k 4.2k 87.46