Novartis shares owned by Oakworth Capital
Historical chart of Oakworth Capital investment in Novartis
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Quarterly reported holdings in Novartis by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 2.2k | 128.24 |
| 2025-06-30 | $281k | 2.3k | 121.01 |
| 2025-03-31 | $259k | 2.3k | 111.48 |
| 2024-12-31 | $226k | 2.3k | 97.31 |
| 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 |