Novartis shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Novartis
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Quarterly reported holdings in Novartis by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $382k | 3.8k | 101.86 |
| 2023-06-30 | $390k | 3.9k | 100.91 |
| 2023-03-31 | $379k | 4.1k | 92.00 |
| 2022-06-30 | $463k | 5.5k | 84.54 |
| 2022-03-31 | $477k | 5.4k | 87.75 |
| 2021-12-31 | $423k | 4.8k | 87.43 |
| 2021-09-30 | $415k | 5.1k | 81.81 |
| 2021-06-30 | $450k | 4.9k | 91.33 |
| 2021-03-31 | $402k | 4.7k | 85.48 |
| 2020-12-31 | $752k | 8.0k | 94.46 |
| 2020-09-30 | $519k | 6.0k | 87.02 |
| 2020-06-30 | $488k | 5.6k | 87.38 |
| 2020-03-31 | $448k | 5.4k | 82.40 |
| 2019-12-31 | $395k | 4.2k | 94.66 |
| 2019-09-30 | $316k | 3.6k | 86.91 |
| 2019-06-30 | $355k | 3.9k | 91.31 |
| 2019-03-31 | $298k | 3.1k | 96.07 |
| 2018-12-31 | $276k | 3.2k | 85.71 |
| 2018-09-30 | $286k | 3.3k | 86.02 |
| 2018-06-30 | $256k | 3.4k | 75.63 |
| 2018-03-31 | $272k | 3.4k | 80.86 |
| 2017-12-31 | $423k | 5.0k | 83.91 |