Novartis shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Marotta Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 6.6k | 131.72 |
| 2025-06-30 | $801k | 6.6k | 121.01 |
| 2025-03-31 | $836k | 7.3k | 115.02 |
| 2024-12-31 | $680k | 7.0k | 97.14 |
| 2024-09-30 | $836k | 7.3k | 115.02 |
| 2024-06-30 | $786k | 7.4k | 106.54 |
| 2024-03-31 | $725k | 7.5k | 96.73 |
| 2023-12-31 | $764k | 7.6k | 100.97 |
| 2023-09-30 | $785k | 7.7k | 101.86 |
| 2023-06-30 | $781k | 7.7k | 100.91 |
| 2022-12-31 | $715k | 7.9k | 90.72 |
| 2022-09-30 | $608k | 8.0k | 76.01 |
| 2022-06-30 | $684k | 8.1k | 84.36 |
| 2022-03-31 | $712k | 8.1k | 87.75 |
| 2021-12-31 | $705k | 8.1k | 87.47 |
| 2021-09-30 | $646k | 7.9k | 81.78 |
| 2021-06-30 | $713k | 7.8k | 91.65 |
| 2021-03-31 | $571k | 6.6k | 86.08 |