Novartis shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 21k | 97.31 |
| 2024-09-30 | $2.5M | 22k | 115.02 |
| 2024-06-30 | $1.8M | 17k | 106.46 |
| 2024-03-31 | $1.8M | 18k | 96.73 |
| 2023-09-30 | $2.4M | 24k | 101.86 |
| 2023-06-30 | $1.9M | 19k | 100.91 |
| 2023-03-31 | $1.3M | 14k | 92.00 |
| 2022-12-31 | $1.6M | 18k | 90.72 |
| 2022-09-30 | $1.2M | 16k | 76.03 |
| 2022-06-30 | $2.0M | 24k | 84.53 |
| 2022-03-31 | $1.4M | 16k | 87.72 |
| 2021-12-31 | $1.0M | 12k | 87.50 |
| 2021-09-30 | $1.5M | 18k | 81.76 |
| 2021-06-30 | $1.8M | 19k | 91.23 |
| 2021-03-31 | $1.5M | 17k | 85.50 |
| 2020-12-31 | $914k | 9.7k | 94.42 |
| 2020-09-30 | $542k | 6.2k | 86.94 |
| 2020-06-30 | $638k | 7.3k | 87.33 |
| 2020-03-31 | $207k | 2.5k | 82.50 |
| 2019-12-31 | $313k | 3.3k | 94.56 |
| 2019-09-30 | $295k | 3.3k | 89.39 |
| 2019-03-31 | $200k | 2.1k | 96.02 |
| 2018-12-31 | $231k | 2.6k | 88.17 |
| 2018-09-30 | $302k | 3.4k | 89.01 |
| 2018-06-30 | $202k | 2.7k | 75.71 |
| 2018-03-31 | $71k | 875 | 81.14 |
More positions owned by Mount Yale Investment Advisors
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