Oakworth Capital »

Novartis shares owned by Oakworth Capital

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Novartis by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 2.3k 115.02
2024-06-30 $340k 3.2k 106.46
2024-03-31 $368k 3.8k 96.73
2023-12-31 $385k 3.8k 100.97
2023-09-30 $388k 3.8k 101.86
2023-06-30 $392k 3.9k 100.91
2023-03-31 $362k 3.9k 92.00
2022-12-31 $378k 4.2k 90.72
2022-09-30 $316k 4.2k 75.94
2022-06-30 $357k 4.2k 84.58
2022-03-31 $370k 4.2k 87.66
2021-12-31 $395k 4.5k 87.37
2021-09-30 $370k 4.5k 81.84
2021-06-30 $412k 4.5k 91.13
2021-03-31 $386k 4.5k 85.38
2020-12-31 $429k 4.5k 94.41
2020-09-30 $404k 4.6k 86.90
2020-06-30 $397k 4.5k 87.37
2020-03-31 $392k 4.8k 82.47
2019-12-31 $449k 4.8k 94.47
2019-09-30 $430k 4.9k 86.90
2019-06-30 $489k 5.4k 91.38
2019-03-31 $514k 5.3k 96.22
2018-12-31 $458k 5.3k 85.74
2018-09-30 $460k 5.3k 86.11
2018-06-30 $449k 5.9k 75.53
2018-03-31 $456k 5.9k 76.70
2017-12-31 $510k 5.9k 85.79
2017-09-30 $501k 5.9k 84.27
2017-06-30 $496k 5.9k 83.43
2017-03-31 $442k 5.9k 74.35
2016-12-31 $497k 7.2k 68.76
2016-09-30 $545k 6.9k 78.89
2016-06-30 $549k 6.9k 79.47
2016-03-31 $491k 6.8k 72.46
2015-12-31 $583k 6.8k 86.04
2015-09-30 $586k 6.4k 91.91
2015-06-30 $575k 6.4k 90.51
2015-03-31 $802k 7.9k 101.83
2014-12-31 $730k 7.9k 92.69
2014-09-30 $571k 6.4k 89.88
2014-06-30 $575k 6.4k 90.51
2014-03-31 $540k 6.4k 85.00
2013-12-31 $254k 3.2k 80.43