Novartis shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 21k | 137.87 |
| 2025-09-30 | $2.2M | 17k | 128.24 |
| 2025-06-30 | $2.0M | 17k | 121.01 |
| 2025-03-31 | $1.9M | 17k | 111.48 |
| 2024-12-31 | $1.7M | 17k | 97.86 |
| 2024-09-30 | $2.0M | 17k | 115.02 |
| 2024-06-30 | $1.9M | 18k | 106.46 |
| 2024-03-31 | $1.7M | 18k | 96.73 |
| 2023-12-31 | $1.7M | 17k | 100.97 |
| 2023-09-30 | $1.8M | 17k | 101.86 |
| 2023-06-30 | $1.8M | 17k | 100.91 |
| 2023-03-31 | $340k | 3.7k | 91.99 |
| 2022-12-31 | $342k | 3.8k | 90.71 |
| 2022-09-30 | $285k | 3.7k | 76.12 |
| 2022-06-30 | $305k | 3.6k | 84.51 |
| 2022-03-31 | $203k | 2.3k | 87.80 |
| 2021-06-30 | $212k | 2.3k | 91.07 |
| 2020-12-31 | $152k | 1.6k | 94.70 |
| 2020-09-30 | $330k | 3.8k | 86.84 |
| 2020-06-30 | $319k | 3.7k | 87.35 |
| 2018-03-31 | $65k | 770 | 84.42 |
| 2017-12-31 | $65k | 770 | 84.42 |
| 2017-09-30 | $66k | 770 | 85.71 |
| 2017-06-30 | $64k | 770 | 83.12 |
| 2017-03-31 | $308k | 4.0k | 77.00 |
| 2016-12-31 | $363k | 4.8k | 75.97 |
| 2016-09-30 | $120k | 1.5k | 78.95 |
| 2016-06-30 | $85k | 1.0k | 82.77 |
| 2016-03-31 | $74k | 1.0k | 72.05 |
| 2011-09-30 | $285k | 3.7k | 76.12 |