Novartis shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $775k | 6.0k | 128.25 |
| 2025-06-30 | $744k | 6.1k | 121.02 |
| 2025-03-31 | $690k | 6.2k | 111.48 |
| 2024-12-31 | $597k | 6.1k | 97.31 |
| 2024-09-30 | $706k | 6.1k | 115.02 |
| 2024-06-30 | $664k | 6.1k | 108.13 |
More positions owned by Heritage Wealth Management
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