Novartis shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 4.4k | 128.23 |
| 2025-06-30 | $419k | 3.5k | 121.00 |
| 2025-03-31 | $356k | 3.2k | 111.47 |
| 2024-12-31 | $294k | 3.0k | 97.30 |
| 2024-09-30 | $349k | 3.0k | 115.01 |
| 2024-03-31 | $329k | 3.4k | 96.73 |
| 2023-12-31 | $367k | 3.6k | 100.97 |
| 2022-12-31 | $442k | 4.9k | 90.72 |
| 2022-09-30 | $408k | 5.4k | 76.02 |