Novartis shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $346k | 2.7k | 128.24 |
| 2025-06-30 | $326k | 2.7k | 121.01 |
| 2025-03-31 | $300k | 2.7k | 111.48 |
| 2024-12-31 | $277k | 2.7k | 102.93 |
| 2024-09-30 | $312k | 2.7k | 115.61 |
| 2024-06-30 | $287k | 2.7k | 106.46 |
| 2024-03-31 | $261k | 2.7k | 96.73 |
| 2023-09-30 | $275k | 2.7k | 101.86 |
| 2023-06-30 | $278k | 2.7k | 103.32 |
| 2022-12-31 | $223k | 2.6k | 86.10 |
More positions owned by Kapstone Financial Advisors
View all positions for Kapstone Financial Advisors