Novartis shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 5.9k | 128.24 |
| 2025-06-30 | $711k | 5.9k | 121.01 |
| 2025-03-31 | $650k | 5.8k | 111.48 |
| 2024-12-31 | $567k | 5.8k | 97.31 |
| 2024-09-30 | $530k | 5.5k | 96.73 |
| 2024-06-30 | $621k | 5.8k | 106.46 |
| 2024-03-31 | $530k | 5.5k | 96.73 |
| 2023-12-31 | $708k | 7.0k | 100.97 |
| 2023-09-30 | $741k | 7.3k | 101.86 |
| 2023-06-30 | $409k | 4.1k | 100.91 |
| 2023-03-31 | $375k | 4.1k | 91.15 |
| 2022-12-31 | $373k | 4.1k | 90.72 |
| 2022-09-30 | $312k | 4.1k | 75.89 |
| 2022-06-30 | $348k | 4.1k | 84.65 |
| 2022-03-31 | $360k | 4.1k | 87.57 |
| 2021-09-30 | $250k | 3.1k | 81.67 |
| 2021-06-30 | $279k | 3.1k | 91.15 |
| 2021-03-31 | $229k | 2.7k | 85.45 |
| 2020-12-31 | $258k | 2.7k | 94.57 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management