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Novartis shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Novartis

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All positions including Novartis held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $486k 4.2k 115.02
2024-06-30 $450k 4.2k 106.46
2024-03-31 $408k 4.2k 96.73
2023-12-31 $428k 4.2k 100.97
2023-09-30 $432k 4.2k 101.86
2023-06-30 $428k 4.2k 100.91
2023-03-31 $391k 4.3k 92.00
2022-12-31 $386k 4.3k 90.72
2022-09-30 $379k 5.0k 76.04
2022-06-30 $359k 4.3k 84.47
2022-03-31 $373k 4.3k 87.76
2021-12-31 $372k 4.3k 87.53