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Novartis shares owned by Evergreen Capital Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Evergreen Capital Management from 13F filings

Historical chart of Evergreen Capital Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5M 47k 137.87
2025-09-30 $3.6M 28k 128.24
2025-06-30 $2.8M 23k 121.01
2025-03-31 $2.0M 18k 115.35
2024-12-31 $1.7M 18k 97.31
2024-09-30 $1.7M 15k 115.02
2024-06-30 $1.5M 14k 106.46
2024-03-31 $1.5M 15k 100.33
2023-12-31 $1.4M 14k 100.97
2023-09-30 $1.4M 14k 101.86
2023-06-30 $1.3M 13k 100.91
2023-03-31 $1.1M 12k 92.00
2022-12-31 $1.2M 14k 90.72
2022-09-30 $1.0M 14k 76.25
2022-06-30 $877k 10k 84.49
2022-03-31 $794k 9.1k 87.71
2021-12-31 $623k 7.1k 87.54
2021-09-30 $485k 5.9k 81.75
2021-06-30 $522k 5.7k 91.23
2021-03-31 $372k 4.3k 85.54
2020-12-31 $490k 5.2k 94.41
2020-09-30 $388k 4.5k 87.00
2020-06-30 $383k 4.4k 87.36
2020-03-31 $563k 6.8k 82.39
2019-12-31 $1.1M 12k 94.66
2019-09-30 $1.0M 12k 86.93
2019-06-30 $1.0M 11k 91.28
2019-03-31 $960k 10k 96.11
2018-12-31 $833k 9.7k 85.80
2018-09-30 $812k 9.4k 86.12
2018-06-30 $680k 9.0k 75.55
2018-03-31 $729k 9.0k 80.90