Novartis shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Novartis by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 19k | 128.24 |
| 2025-06-30 | $2.3M | 19k | 121.01 |
| 2025-03-31 | $2.1M | 19k | 111.48 |
| 2024-12-31 | $1.9M | 19k | 97.31 |
| 2024-09-30 | $2.2M | 19k | 115.02 |
| 2024-06-30 | $2.0M | 19k | 106.46 |