Novartis shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Novartis
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Quarterly reported holdings in Novartis by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 3.8k | 128.24 |
| 2025-06-30 | $467k | 3.9k | 121.01 |
| 2025-03-31 | $458k | 4.1k | 111.48 |
| 2024-12-31 | $395k | 4.1k | 97.31 |
| 2024-09-30 | $467k | 4.1k | 115.02 |
| 2024-06-30 | $443k | 4.2k | 106.46 |
| 2024-03-31 | $403k | 4.2k | 96.73 |
| 2023-12-31 | $477k | 4.7k | 100.97 |
| 2023-09-30 | $510k | 5.0k | 101.86 |
| 2023-06-30 | $519k | 5.1k | 100.91 |
| 2023-03-31 | $479k | 5.2k | 92.00 |
| 2022-12-31 | $445k | 4.9k | 90.72 |
| 2022-09-30 | $392k | 5.2k | 76.01 |
| 2022-06-30 | $418k | 4.9k | 84.50 |
| 2022-03-31 | $434k | 4.9k | 87.73 |
| 2021-12-31 | $433k | 4.9k | 87.53 |
| 2021-09-30 | $271k | 3.3k | 81.90 |
| 2021-06-30 | $302k | 3.3k | 91.27 |
| 2021-03-31 | $283k | 3.3k | 85.52 |
| 2020-12-31 | $312k | 3.3k | 94.29 |
| 2020-09-30 | $318k | 3.7k | 86.91 |
| 2020-06-30 | $257k | 2.9k | 87.27 |
| 2020-03-31 | $250k | 3.0k | 82.40 |
| 2019-12-31 | $296k | 3.1k | 94.66 |
| 2019-09-30 | $313k | 3.6k | 86.90 |
| 2019-06-30 | $329k | 3.6k | 91.34 |
| 2019-03-31 | $346k | 3.6k | 96.06 |
| 2018-12-31 | $322k | 3.8k | 85.82 |
| 2018-09-30 | $306k | 3.6k | 86.15 |
| 2018-06-30 | $261k | 3.5k | 75.46 |
| 2018-03-31 | $288k | 3.6k | 80.92 |
| 2017-12-31 | $299k | 3.6k | 84.01 |
| 2017-09-30 | $303k | 3.5k | 85.74 |
| 2017-06-30 | $255k | 3.1k | 83.36 |
| 2017-03-31 | $224k | 3.0k | 74.30 |
| 2016-12-31 | $220k | 3.0k | 72.97 |
| 2016-09-30 | $275k | 3.5k | 78.91 |
| 2016-06-30 | $249k | 3.0k | 82.59 |
| 2016-03-31 | $209k | 2.9k | 72.32 |
| 2015-12-31 | $249k | 2.9k | 86.16 |
| 2015-09-30 | $261k | 2.8k | 91.90 |
| 2015-06-30 | $279k | 2.8k | 98.24 |
| 2015-03-31 | $280k | 2.8k | 98.59 |
| 2014-12-31 | $263k | 2.8k | 92.61 |
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