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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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All positions including Novartis held by Naples Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
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