Novartis shares owned by Monte Financial Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Monte Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 47k | 128.24 |
| 2025-06-30 | $6.3M | 53k | 121.01 |
| 2025-03-31 | $5.9M | 53k | 110.86 |
| 2024-12-31 | $5.2M | 54k | 97.31 |
| 2024-09-30 | $4.4M | 38k | 115.02 |
| 2024-06-30 | $4.0M | 38k | 106.46 |
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