Novartis shares owned by Naples Global Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Naples Global Advisors
from 13F filings
Historical chart of Naples Global Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Naples Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 26k | 128.24 |
| 2025-06-30 | $3.2M | 27k | 121.01 |
| 2025-03-31 | $3.1M | 27k | 115.29 |
| 2024-12-31 | $2.7M | 28k | 97.31 |
| 2024-09-30 | $3.2M | 28k | 115.02 |
| 2024-06-30 | $3.0M | 28k | 106.46 |
| 2024-03-31 | $2.9M | 28k | 100.47 |
| 2023-12-31 | $2.9M | 28k | 100.97 |
| 2023-09-30 | $2.9M | 29k | 101.86 |
| 2023-06-30 | $2.9M | 29k | 100.91 |
| 2023-03-31 | $2.7M | 29k | 92.00 |
| 2022-12-31 | $2.7M | 29k | 90.72 |
| 2022-09-30 | $2.2M | 29k | 76.00 |
| 2022-06-30 | $2.3M | 28k | 84.52 |
| 2022-03-31 | $2.3M | 27k | 87.74 |
| 2021-12-31 | $2.3M | 26k | 87.46 |
| 2021-09-30 | $2.1M | 26k | 81.78 |
| 2021-06-30 | $2.3M | 25k | 91.24 |
| 2021-03-31 | $2.1M | 24k | 85.50 |
| 2020-12-31 | $2.3M | 24k | 94.42 |
| 2020-09-30 | $1.9M | 22k | 86.98 |
| 2020-06-30 | $1.7M | 20k | 87.34 |
| 2020-03-31 | $1.6M | 20k | 82.45 |
| 2019-12-31 | $2.0M | 21k | 94.70 |
| 2019-09-30 | $1.8M | 21k | 86.92 |
| 2019-06-30 | $1.9M | 21k | 91.29 |
| 2019-03-31 | $2.0M | 21k | 96.16 |
| 2018-12-31 | $1.8M | 21k | 88.11 |
| 2018-09-30 | $1.5M | 20k | 75.56 |
| 2018-06-30 | $1.5M | 20k | 75.56 |
| 2018-03-31 | $1.6M | 20k | 80.87 |
| 2017-12-31 | $1.6M | 19k | 83.96 |
| 2017-09-30 | $1.5M | 17k | 85.86 |
| 2017-06-30 | $1.3M | 16k | 83.45 |
| 2017-03-31 | $1.2M | 16k | 74.29 |
| 2016-12-31 | $1.2M | 16k | 72.82 |
| 2016-09-30 | $1.2M | 16k | 78.97 |
| 2016-06-30 | $1.3M | 16k | 82.51 |
| 2016-03-31 | $1.0M | 15k | 72.46 |
| 2015-12-31 | $1.2M | 14k | 86.05 |
| 2015-09-30 | $1.2M | 13k | 91.90 |
| 2015-06-30 | $971k | 9.9k | 98.33 |
| 2015-03-31 | $938k | 9.5k | 98.57 |
| 2014-12-31 | $880k | 9.5k | 92.63 |
| 2014-09-30 | $820k | 8.7k | 94.13 |
| 2014-06-30 | $777k | 8.6k | 90.50 |
| 2014-03-31 | $704k | 8.3k | 84.96 |
| 2013-12-31 | $618k | 7.7k | 80.41 |
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