Novartis shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 3.4k | 128.24 |
| 2025-06-30 | $405k | 3.4k | 121.01 |
| 2024-12-31 | $324k | 3.3k | 97.31 |
| 2024-09-30 | $357k | 3.1k | 115.02 |
| 2024-06-30 | $679k | 6.4k | 106.46 |
| 2024-03-31 | $307k | 3.2k | 96.73 |
| 2023-12-31 | $325k | 3.2k | 100.97 |
| 2023-09-30 | $357k | 3.5k | 101.86 |
| 2023-06-30 | $358k | 3.6k | 100.91 |
| 2023-03-31 | $335k | 3.6k | 92.00 |
| 2022-12-31 | $318k | 3.5k | 90.72 |
| 2022-09-30 | $263k | 3.5k | 76.01 |
| 2022-06-30 | $287k | 3.4k | 84.53 |
| 2022-03-31 | $334k | 3.8k | 87.75 |
| 2021-12-31 | $337k | 3.8k | 87.47 |
| 2021-09-30 | $337k | 4.1k | 81.78 |
| 2021-06-30 | $383k | 4.2k | 91.24 |
| 2021-03-31 | $334k | 3.8k | 87.75 |
| 2020-12-31 | $400k | 4.2k | 94.43 |
| 2020-09-30 | $369k | 4.2k | 86.96 |
| 2020-06-30 | $342k | 3.9k | 87.34 |
| 2020-03-31 | $247k | 3.0k | 82.45 |
| 2019-12-31 | $292k | 3.1k | 94.69 |
| 2019-09-30 | $259k | 3.0k | 86.90 |
| 2019-06-30 | $261k | 2.9k | 91.31 |
| 2019-03-31 | $264k | 2.7k | 96.14 |
| 2018-12-31 | $227k | 2.6k | 85.81 |
| 2018-09-30 | $232k | 2.7k | 86.16 |
| 2018-06-30 | $217k | 2.9k | 75.54 |
| 2018-03-31 | $230k | 2.8k | 80.85 |
| 2017-12-31 | $240k | 2.9k | 83.96 |
| 2017-09-30 | $243k | 2.8k | 85.85 |
| 2017-06-30 | $230k | 2.7k | 83.47 |
| 2017-03-31 | $219k | 3.0k | 74.27 |
| 2016-12-31 | $225k | 3.1k | 72.84 |