Novartis shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 1.9k | 128.24 |
| 2025-06-30 | $234k | 1.8k | 126.77 |
| 2025-03-31 | $229k | 2.0k | 111.49 |
| 2024-12-31 | $248k | 2.6k | 97.30 |
| 2024-09-30 | $259k | 2.3k | 114.86 |
| 2024-03-31 | $239k | 2.5k | 96.60 |
| 2023-12-31 | $285k | 2.8k | 100.81 |
| 2023-09-30 | $290k | 2.8k | 102.04 |
| 2023-06-30 | $250k | 2.8k | 89.42 |
| 2023-03-31 | $426k | 4.8k | 89.11 |
| 2021-09-30 | $263k | 3.1k | 83.46 |
| 2021-06-30 | $2.5M | 227k | 10.96 |
| 2021-03-31 | $212k | 2.4k | 89.41 |
| 2020-12-31 | $212k | 2.4k | 89.41 |
| 2020-09-30 | $198k | 2.3k | 86.84 |
| 2020-06-30 | $153k | 1.8k | 87.38 |
| 2020-03-31 | $135k | 1.6k | 82.32 |
| 2019-12-31 | $369k | 3.9k | 94.69 |
| 2019-09-30 | $334k | 3.8k | 86.82 |
| 2019-06-30 | $371k | 4.1k | 91.31 |
| 2019-03-31 | $332k | 3.5k | 96.01 |
| 2018-12-31 | $108k | 1.3k | 85.78 |