Novartis shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox Wealth Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Grey Fox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Grey Fox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $227k | 1.8k | 128.24 |
| 2025-06-30 | $220k | 1.8k | 121.01 |
| 2025-03-31 | $210k | 1.8k | 115.47 |
| 2024-09-30 | $209k | 1.8k | 115.02 |
| 2023-12-31 | $240k | 2.4k | 100.97 |
| 2023-09-30 | $248k | 2.4k | 101.86 |
| 2023-06-30 | $246k | 2.4k | 100.91 |
| 2023-03-31 | $271k | 2.9k | 92.00 |
| 2022-12-31 | $269k | 3.0k | 90.72 |