Novartis shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 1.6k | 128.24 |
| 2025-06-30 | $188k | 1.6k | 121.01 |
| 2025-03-31 | $168k | 1.5k | 111.48 |
| 2024-12-31 | $147k | 1.5k | 97.31 |
| 2024-09-30 | $173k | 1.5k | 115.02 |
| 2024-06-30 | $160k | 1.5k | 106.46 |
| 2024-03-31 | $146k | 1.5k | 96.73 |
| 2023-12-31 | $152k | 1.5k | 100.97 |
| 2023-09-30 | $153k | 1.5k | 101.86 |
| 2023-06-30 | $170k | 1.7k | 100.91 |
| 2023-03-31 | $155k | 1.7k | 92.00 |
| 2022-12-31 | $169k | 1.9k | 90.72 |
| 2022-09-30 | $142k | 1.9k | 76.01 |
| 2022-06-30 | $158k | 1.9k | 84.72 |
| 2022-03-31 | $114k | 1.3k | 87.69 |
| 2021-12-31 | $114k | 1.3k | 87.47 |
| 2021-09-30 | $119k | 1.5k | 81.78 |
| 2021-06-30 | $132k | 1.5k | 91.24 |
| 2021-03-31 | $124k | 1.5k | 85.48 |
| 2020-12-31 | $150k | 1.6k | 94.28 |
| 2020-09-30 | $138k | 1.6k | 86.96 |
| 2020-06-30 | $138k | 530 | 260.38 |
| 2020-03-31 | $131k | 1.6k | 82.45 |
| 2019-12-31 | $151k | 1.6k | 94.69 |
| 2019-09-30 | $126k | 1.5k | 86.90 |
| 2019-06-30 | $112k | 1.2k | 91.31 |
| 2019-03-31 | $74k | 767 | 96.14 |
| 2018-12-31 | $65k | 767 | 84.75 |
| 2018-09-30 | $70k | 817 | 85.68 |