Novartis shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $165k | 1.3k | 128.24 |
| 2025-06-30 | $193k | 1.6k | 121.01 |
| 2025-03-31 | $148k | 1.3k | 111.48 |
| 2024-12-31 | $136k | 1.4k | 97.31 |
| 2024-09-30 | $196k | 1.7k | 115.02 |
| 2024-06-30 | $220k | 2.1k | 106.46 |
| 2024-03-31 | $244k | 2.5k | 96.73 |
| 2023-12-31 | $196k | 1.9k | 100.97 |
| 2023-09-30 | $326k | 3.2k | 101.85 |
| 2023-06-30 | $325k | 3.2k | 100.90 |
| 2023-03-31 | $278k | 3.0k | 91.99 |
| 2022-12-31 | $313k | 3.5k | 90.71 |
| 2022-09-30 | $297k | 3.9k | 75.96 |
| 2022-06-30 | $323k | 3.8k | 84.56 |
| 2022-03-31 | $483k | 5.5k | 87.71 |
| 2021-12-31 | $473k | 5.4k | 87.40 |
| 2021-09-30 | $122k | 1.5k | 81.77 |
| 2021-06-30 | $310k | 3.4k | 91.10 |
| 2021-03-31 | $232k | 2.7k | 85.64 |
| 2020-12-31 | $168k | 1.8k | 94.44 |