Novartis shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $774k | 6.0k | 128.24 |
| 2025-06-30 | $732k | 6.0k | 121.01 |
| 2025-03-31 | $678k | 6.1k | 111.48 |
| 2024-12-31 | $592k | 6.1k | 97.31 |
| 2024-09-30 | $731k | 6.4k | 115.02 |
| 2024-06-30 | $676k | 6.4k | 106.46 |
| 2024-03-31 | $611k | 6.3k | 96.73 |
| 2023-12-31 | $644k | 6.4k | 100.97 |
| 2023-09-30 | $650k | 6.4k | 101.86 |
| 2023-06-30 | $654k | 6.5k | 100.91 |
| 2023-03-31 | $633k | 6.9k | 92.00 |
| 2022-12-31 | $612k | 6.7k | 90.72 |
| 2022-09-30 | $433k | 5.7k | 76.02 |
| 2022-06-30 | $405k | 4.8k | 84.53 |
| 2020-09-30 | $52k | 600 | 86.67 |
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