Novartis shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 154k | 128.24 |
| 2025-06-30 | $18M | 151k | 121.01 |
| 2025-03-31 | $16M | 140k | 111.48 |
| 2024-12-31 | $12M | 122k | 97.31 |
| 2024-09-30 | $15M | 131k | 115.02 |
| 2024-06-30 | $14M | 129k | 106.46 |
| 2024-03-31 | $12M | 127k | 96.73 |
| 2023-12-31 | $14M | 141k | 100.97 |
| 2023-09-30 | $14M | 140k | 101.86 |
| 2023-06-30 | $13M | 130k | 100.91 |
| 2023-03-31 | $11M | 114k | 92.00 |
| 2022-12-31 | $10M | 110k | 90.72 |
| 2022-09-30 | $8.4M | 111k | 76.01 |
| 2022-06-30 | $8.8M | 104k | 84.53 |
| 2022-03-31 | $7.6M | 87k | 87.75 |
| 2021-12-31 | $7.4M | 85k | 87.47 |
| 2021-09-30 | $6.8M | 83k | 81.77 |
| 2021-06-30 | $7.2M | 78k | 91.24 |
| 2021-03-31 | $6.9M | 81k | 85.48 |
| 2020-12-31 | $7.3M | 78k | 94.43 |
| 2020-09-30 | $6.6M | 76k | 87.30 |
| 2020-06-30 | $6.7M | 76k | 87.85 |
| 2020-03-31 | $5.9M | 73k | 80.92 |
| 2019-12-31 | $6.9M | 73k | 94.95 |
More positions owned by Captrust Financial Advisors
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