Novartis shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 2.7k | 128.26 |
| 2025-06-30 | $312k | 2.6k | 121.00 |
| 2025-03-31 | $287k | 2.6k | 111.47 |
| 2024-12-31 | $251k | 2.6k | 97.30 |
| 2024-09-30 | $306k | 2.7k | 115.01 |
| 2024-06-30 | $262k | 2.7k | 96.72 |
| 2024-03-31 | $262k | 2.7k | 96.72 |
| 2023-12-31 | $273k | 2.7k | 100.96 |
| 2023-09-30 | $299k | 2.9k | 101.85 |
| 2020-09-30 | $241k | 2.8k | 87.07 |