Novartis shares owned by Elmwood Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Elmwood Wealth Management
from 13F filings
Historical chart of Elmwood Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Elmwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 3.3k | 128.24 |
| 2025-06-30 | $309k | 2.6k | 121.01 |
| 2025-03-31 | $296k | 2.7k | 111.48 |
| 2024-12-31 | $263k | 2.7k | 97.31 |
| 2024-09-30 | $306k | 2.7k | 115.02 |
| 2024-06-30 | $283k | 2.7k | 106.46 |
| 2024-03-31 | $767k | 7.9k | 96.73 |
| 2023-12-31 | $475k | 4.7k | 100.97 |
| 2023-09-30 | $821k | 8.1k | 101.86 |
| 2023-06-30 | $822k | 8.1k | 100.91 |
| 2023-03-31 | $796k | 8.7k | 92.00 |
| 2022-12-31 | $817k | 9.0k | 90.72 |
| 2022-09-30 | $689k | 9.1k | 75.99 |
| 2022-06-30 | $841k | 9.9k | 84.55 |
| 2022-03-31 | $890k | 10k | 87.80 |
| 2021-12-31 | $887k | 10k | 87.50 |
| 2021-06-30 | $1.0M | 11k | 91.20 |
| 2021-03-31 | $942k | 11k | 85.50 |
| 2020-09-30 | $979k | 11k | 87.31 |
| 2020-06-30 | $979k | 11k | 87.31 |
| 2020-03-31 | $512k | 6.3k | 80.85 |
| 2019-12-31 | $1.1M | 11k | 94.65 |
| 2019-09-30 | $973k | 11k | 86.92 |
| 2019-06-30 | $1.0M | 11k | 91.31 |
| 2019-03-31 | $1.1M | 11k | 96.17 |
| 2018-12-31 | $1.0M | 12k | 85.82 |
| 2018-09-30 | $1.1M | 13k | 86.16 |
| 2018-06-30 | $928k | 12k | 75.54 |
| 2018-03-31 | $512k | 6.3k | 80.85 |