Novartis shares owned by Plan
Historical chart of Plan investment in Novartis
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Quarterly reported holdings in Novartis by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 12k | 128.24 |
| 2025-06-30 | $1.5M | 12k | 121.01 |
| 2025-03-31 | $955k | 8.6k | 111.48 |
| 2024-12-31 | $469k | 4.8k | 97.31 |
| 2024-09-30 | $552k | 4.8k | 115.02 |
| 2024-06-30 | $511k | 4.8k | 106.46 |
| 2024-03-31 | $464k | 4.8k | 96.73 |
| 2023-12-31 | $482k | 4.8k | 100.97 |
| 2023-09-30 | $487k | 4.8k | 101.86 |
| 2023-06-30 | $481k | 4.8k | 100.91 |
| 2023-03-31 | $438k | 4.8k | 92.00 |
| 2022-12-31 | $432k | 4.8k | 90.73 |
| 2022-09-30 | $367k | 4.8k | 75.98 |
| 2022-06-30 | $415k | 4.9k | 84.56 |
| 2022-03-31 | $513k | 5.8k | 87.83 |
| 2021-12-31 | $510k | 5.8k | 87.48 |
| 2021-09-30 | $477k | 5.8k | 81.82 |
| 2021-06-30 | $532k | 5.8k | 91.25 |
| 2021-03-31 | $498k | 5.8k | 85.42 |
| 2020-12-31 | $596k | 6.3k | 94.47 |
| 2020-09-30 | $549k | 6.3k | 87.02 |
| 2020-06-30 | $572k | 6.6k | 87.30 |
| 2020-03-31 | $541k | 6.6k | 82.48 |
| 2019-12-31 | $640k | 6.8k | 94.73 |
| 2019-09-30 | $592k | 6.8k | 86.85 |
| 2019-06-30 | $654k | 7.2k | 91.32 |
| 2019-03-31 | $722k | 7.5k | 96.20 |
| 2018-12-31 | $615k | 7.2k | 85.82 |
| 2018-09-30 | $651k | 7.6k | 86.10 |
| 2018-06-30 | $578k | 7.7k | 75.50 |
| 2017-09-30 | $322k | 3.8k | 85.87 |
| 2017-03-31 | $278k | 3.8k | 74.13 |
| 2016-12-31 | $522k | 7.2k | 72.71 |
| 2016-03-31 | $252k | 3.5k | 72.71 |
| 2014-09-30 | $532k | 5.7k | 94.04 |
| 2014-03-31 | $480k | 5.7k | 84.90 |
| 2013-12-31 | $437k | 5.5k | 80.17 |