Novartis shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Novartis
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Quarterly reported holdings in Novartis by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $575k | 4.5k | 128.23 |
| 2025-06-30 | $556k | 4.6k | 121.00 |
| 2025-03-31 | $515k | 4.6k | 111.48 |
| 2024-12-31 | $460k | 4.7k | 97.31 |
| 2024-09-30 | $529k | 4.6k | 115.02 |
| 2024-06-30 | $515k | 4.8k | 106.46 |
| 2024-03-31 | $576k | 5.9k | 96.73 |
| 2023-12-31 | $603k | 6.0k | 100.97 |
| 2023-09-30 | $609k | 6.0k | 101.86 |
| 2023-06-30 | $609k | 6.0k | 100.91 |
| 2023-03-31 | $597k | 6.5k | 92.00 |
| 2022-12-31 | $689k | 7.6k | 90.72 |