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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

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
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