Novartis shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Novartis
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Quarterly reported holdings in Novartis by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 45k | 128.24 |
| 2025-06-30 | $5.2M | 43k | 121.01 |
| 2025-03-31 | $4.6M | 42k | 111.48 |
| 2024-12-31 | $3.6M | 37k | 97.31 |
| 2024-09-30 | $3.9M | 34k | 115.02 |
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