Novartis shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 3.7k | 128.24 |
| 2025-06-30 | $295k | 2.4k | 121.01 |
| 2025-03-31 | $280k | 2.5k | 111.48 |
| 2024-12-31 | $234k | 2.4k | 97.31 |
| 2024-09-30 | $282k | 2.4k | 115.02 |
| 2024-06-30 | $282k | 2.6k | 106.46 |
| 2024-03-31 | $257k | 2.7k | 96.73 |
| 2023-12-31 | $268k | 2.7k | 100.97 |
| 2023-09-30 | $271k | 2.7k | 101.86 |
| 2023-06-30 | $282k | 2.8k | 100.91 |
| 2023-03-31 | $257k | 2.8k | 92.00 |
| 2022-12-31 | $252k | 2.8k | 90.72 |
| 2022-06-30 | $214k | 2.5k | 84.62 |
| 2022-03-31 | $242k | 2.8k | 87.59 |
| 2021-12-31 | $228k | 2.6k | 87.36 |