Novartis shares owned by Forum Financial Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Novartis
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Quarterly reported holdings in Novartis by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 25k | 128.24 |
| 2025-06-30 | $3.0M | 25k | 121.01 |
| 2025-03-31 | $2.7M | 25k | 111.48 |
| 2024-12-31 | $2.4M | 25k | 97.31 |
| 2024-09-30 | $2.7M | 24k | 115.02 |
| 2024-06-30 | $2.5M | 24k | 106.46 |
| 2024-03-31 | $2.3M | 24k | 96.73 |
| 2023-12-31 | $2.4M | 24k | 100.97 |
| 2023-09-30 | $2.4M | 24k | 101.86 |
| 2023-06-30 | $2.5M | 25k | 100.91 |
| 2023-03-31 | $2.2M | 24k | 92.00 |
| 2022-12-31 | $2.3M | 25k | 90.72 |
| 2022-09-30 | $1.9M | 25k | 76.00 |
| 2022-06-30 | $2.1M | 25k | 84.54 |
| 2022-03-31 | $2.2M | 25k | 87.75 |
| 2021-12-31 | $2.2M | 25k | 87.46 |
More positions owned by Forum Financial Management
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