Novartis shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 3.7k | 128.24 |
| 2025-06-30 | $448k | 3.7k | 121.01 |
| 2025-03-31 | $412k | 3.7k | 111.48 |
| 2024-12-31 | $360k | 3.7k | 97.31 |
| 2024-09-30 | $429k | 3.7k | 115.04 |
| 2024-06-30 | $393k | 3.7k | 106.46 |
| 2024-03-31 | $361k | 3.7k | 96.73 |
| 2023-12-31 | $401k | 4.0k | 100.98 |
| 2023-09-30 | $406k | 4.0k | 101.87 |
| 2023-06-30 | $437k | 4.3k | 100.92 |
| 2023-03-31 | $414k | 4.5k | 92.00 |
| 2022-12-31 | $423k | 4.7k | 90.72 |
| 2022-09-30 | $376k | 4.9k | 75.99 |
| 2022-06-30 | $412k | 4.9k | 84.50 |
| 2022-03-31 | $429k | 4.9k | 87.86 |
| 2021-12-31 | $427k | 4.9k | 87.46 |
| 2021-09-30 | $407k | 5.0k | 81.74 |
| 2021-06-30 | $460k | 5.0k | 91.29 |
| 2021-03-31 | $436k | 5.1k | 85.49 |
| 2020-12-31 | $500k | 5.3k | 94.48 |
| 2020-09-30 | $456k | 5.2k | 87.04 |
| 2020-06-30 | $458k | 5.2k | 87.30 |
| 2020-03-31 | $428k | 5.2k | 82.39 |
| 2019-12-31 | $502k | 502 | 1000.00 |
| 2019-09-30 | $349k | 4.0k | 86.82 |
| 2019-06-30 | $430k | 4.7k | 91.28 |
| 2019-03-31 | $390k | 4.1k | 96.27 |
| 2018-12-31 | $501k | 5.8k | 85.82 |
| 2017-06-30 | $303k | 3.7k | 82.99 |
More positions owned by Institute For Wealth Management
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