Novartis shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Novartis
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All positions including Novartis held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Novartis by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $740k | 5.8k | 128.24 |
| 2025-06-30 | $661k | 5.9k | 112.57 |
| 2025-03-31 | $654k | 5.9k | 111.48 |
| 2024-12-31 | $594k | 6.1k | 97.31 |
| 2024-09-30 | $690k | 6.0k | 115.02 |
| 2024-06-30 | $631k | 5.9k | 106.46 |