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Novartis shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Novartis

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All positions including Novartis held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 11k 115.02
2024-06-30 $1.2M 11k 106.46
2024-03-31 $1.2M 13k 96.73
2023-12-31 $1.2M 12k 100.97
2023-09-30 $1.2M 12k 101.86
2023-06-30 $1.2M 12k 100.91
2023-03-31 $1.1M 12k 92.00
2022-12-31 $1.3M 15k 90.72
2022-09-30 $1.3M 17k 75.94
2022-06-30 $1.4M 17k 84.37
2022-03-31 $1.5M 17k 87.51
2021-12-31 $1.6M 19k 87.15
2021-09-30 $1.1M 14k 81.70
2021-06-30 $1.3M 14k 91.14
2021-03-31 $1.3M 16k 85.33
2020-12-31 $1.5M 16k 94.31
2020-09-30 $632k 7.3k 86.94
2020-06-30 $655k 7.6k 86.67
2020-03-31 $618k 7.6k 81.67
2019-12-31 $698k 7.4k 94.17
2019-09-30 $499k 5.8k 86.67
2019-06-30 $527k 5.8k 91.67
2019-03-31 $551k 5.8k 95.83
2018-12-31 $503k 5.9k 85.73
2018-09-30 $497k 5.8k 86.09
2018-06-30 $424k 5.6k 75.55
2018-03-31 $503k 6.2k 80.86
2017-12-31 $615k 7.3k 83.94
2017-09-30 $157k 1.8k 85.84
2017-06-30 $151k 1.8k 83.47
2017-03-31 $134k 1.8k 74.07
2016-06-30 $15k 212 70.75
2016-03-31 $15k 212 70.75
2015-12-31 $14k 158 88.61

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Vanguard Growth Etf Etf (VUG)
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Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
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Jpmorgan Active Value Etf Etf (JAVA)
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Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Apple Stock (AAPL)
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
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Bank of America Corporation
Franklin Resources
Goldman Sachs Group
Henderson Group
Principal Financial Group
Renaissance Technologies
Cullen Capital Management
Wells Fargo & Company
Envestnet Asset Management
BlackRock
BlackRock

View all funds holding Novartis