Novartis shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in Novartis
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Quarterly reported holdings in Novartis by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 286k | 128.24 |
| 2025-06-30 | $32M | 265k | 121.01 |
| 2025-03-31 | $29M | 256k | 111.48 |
| 2024-12-31 | $21M | 215k | 97.31 |
| 2024-09-30 | $27M | 233k | 116.30 |
| 2024-06-30 | $20M | 192k | 106.46 |
| 2024-03-31 | $18M | 181k | 96.73 |
| 2023-12-31 | $17M | 170k | 100.97 |
| 2023-09-30 | $17M | 162k | 101.86 |
| 2023-06-30 | $15M | 145k | 100.91 |
| 2023-03-31 | $11M | 123k | 92.00 |
| 2022-12-31 | $12M | 130k | 90.72 |
| 2022-09-30 | $4.9M | 64k | 76.00 |
| 2022-06-30 | $5.6M | 67k | 84.53 |
| 2022-03-31 | $4.5M | 52k | 87.75 |
| 2021-12-31 | $2.8M | 32k | 87.48 |
| 2021-09-30 | $1.9M | 24k | 81.78 |
| 2021-06-30 | $2.9M | 31k | 91.23 |
| 2021-03-31 | $2.4M | 28k | 85.48 |
| 2020-12-31 | $2.4M | 26k | 94.45 |
| 2020-09-30 | $2.2M | 25k | 86.95 |
| 2020-06-30 | $2.5M | 29k | 87.33 |
| 2020-03-31 | $1.1M | 14k | 82.47 |
| 2019-12-31 | $1.5M | 16k | 94.67 |
| 2019-09-30 | $589k | 6.8k | 86.85 |
| 2019-06-30 | $522k | 5.7k | 91.39 |
| 2019-03-31 | $433k | 4.5k | 96.24 |
| 2018-12-31 | $399k | 4.6k | 85.86 |
| 2018-09-30 | $33k | 387 | 85.27 |
| 2018-06-30 | $27k | 355 | 76.06 |
| 2018-03-31 | $22k | 272 | 80.88 |
More positions owned by O'shaughnessy Asset Management
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