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Novartis shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Novartis

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All positions including Novartis held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 11k 115.02
2024-06-30 $1.2M 11k 106.46
2024-03-31 $971k 10k 96.73
2023-12-31 $943k 9.3k 100.97
2023-09-30 $923k 9.1k 101.86
2023-06-30 $810k 8.0k 100.91
2023-03-31 $738k 8.0k 92.00
2022-12-31 $709k 7.8k 90.72
2022-09-30 $588k 7.7k 76.05
2022-06-30 $693k 8.2k 84.56
2022-03-31 $649k 7.4k 87.80
2021-12-31 $658k 7.5k 87.50
2021-09-30 $605k 7.4k 81.85
2021-06-30 $712k 7.8k 91.25
2021-03-31 $718k 8.4k 85.50
2020-12-31 $754k 8.0k 94.46
2020-09-30 $827k 9.5k 86.92
2020-06-30 $818k 9.4k 87.37
2020-03-31 $754k 9.1k 82.43
2019-12-31 $866k 9.1k 94.68
2019-09-30 $792k 9.1k 86.92
2019-06-30 $833k 9.1k 91.30
2019-03-31 $880k 9.2k 96.16
2018-12-31 $780k 9.1k 85.84
2018-09-30 $780k 9.1k 86.11
2018-06-30 $935k 12k 75.53
2018-03-31 $1.0M 13k 80.87
2017-12-31 $1.0M 12k 83.95
2017-09-30 $1.1M 12k 85.81
2017-06-30 $1.0M 13k 83.46
2017-03-31 $983k 13k 74.25
2016-12-31 $1.1M 15k 72.84
2016-09-30 $1.2M 15k 78.99
2016-06-30 $1.2M 15k 82.50
2016-03-31 $1.1M 15k 72.45
2015-12-31 $263k 3.1k 85.98
2015-09-30 $271k 2.9k 92.08
2015-06-30 $239k 2.4k 98.60