Novartis shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.4k | 128.24 |
| 2025-06-30 | $1.1M | 9.4k | 121.01 |
| 2025-03-31 | $1.1M | 9.4k | 111.48 |
| 2024-12-31 | $966k | 9.9k | 97.31 |
| 2024-09-30 | $1.1M | 9.9k | 115.02 |
| 2024-06-30 | $1.1M | 9.9k | 110.06 |
| 2024-03-31 | $964k | 9.9k | 97.13 |
| 2023-12-31 | $1.0M | 10k | 100.97 |
| 2023-09-30 | $1.0M | 10k | 101.86 |
| 2023-06-30 | $1.0M | 10k | 100.91 |
| 2023-03-31 | $945k | 10k | 92.00 |
| 2022-12-31 | $932k | 10k | 90.72 |
| 2022-09-30 | $781k | 10k | 76.01 |
| 2022-06-30 | $869k | 10k | 84.57 |
| 2022-03-31 | $902k | 10k | 87.79 |
| 2021-12-31 | $899k | 10k | 87.49 |
| 2021-09-30 | $794k | 9.7k | 81.77 |
| 2021-06-30 | $983k | 11k | 91.26 |
| 2021-03-31 | $921k | 11k | 85.50 |
| 2020-12-31 | $1.0M | 11k | 94.41 |
| 2020-09-30 | $1000k | 12k | 86.94 |
| 2020-06-30 | $1.0M | 12k | 87.38 |
| 2020-03-31 | $1.1M | 14k | 82.41 |
| 2019-12-31 | $1.3M | 14k | 94.69 |
| 2019-09-30 | $1.2M | 14k | 86.91 |
| 2019-06-30 | $1.4M | 15k | 91.34 |
| 2019-03-31 | $1.4M | 15k | 96.16 |
| 2018-12-31 | $1.2M | 14k | 85.82 |
| 2018-09-30 | $983k | 11k | 86.18 |
| 2018-06-30 | $672k | 8.9k | 75.49 |
| 2018-03-31 | $337k | 4.2k | 80.82 |
| 2017-12-31 | $319k | 3.8k | 83.95 |
| 2017-09-30 | $326k | 3.8k | 85.79 |
| 2017-06-30 | $331k | 4.0k | 83.59 |
| 2017-03-31 | $255k | 3.4k | 74.89 |
| 2016-12-31 | $237k | 3.3k | 72.81 |
| 2016-09-30 | $245k | 3.1k | 78.91 |
| 2016-06-30 | $256k | 3.1k | 82.45 |
| 2016-03-31 | $225k | 3.1k | 72.46 |
| 2015-12-31 | $267k | 3.1k | 85.99 |
More positions owned by FRG Family Wealth Advisors
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