Novartis shares owned by LVW Advisors
Historical chart of LVW Advisors investment in Novartis
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Quarterly reported holdings in Novartis by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $208k | 1.4k | 152.75 |
| 2021-06-30 | $204k | 2.2k | 91.32 |
| 2020-09-30 | $384k | 4.4k | 87.02 |
| 2020-06-30 | $353k | 4.0k | 87.27 |
| 2020-03-31 | $249k | 3.0k | 82.29 |
| 2016-12-31 | $223k | 3.1k | 72.73 |
| 2016-09-30 | $2.1M | 26k | 78.96 |
| 2016-06-30 | $2.0M | 25k | 82.51 |
| 2016-03-31 | $1.7M | 24k | 72.46 |
| 2015-12-31 | $2.0M | 23k | 86.02 |
| 2015-09-30 | $2.2M | 24k | 91.91 |
| 2015-06-30 | $2.3M | 24k | 98.34 |
| 2015-03-31 | $2.3M | 23k | 98.61 |
| 2014-12-31 | $2.1M | 23k | 92.67 |