Novartis shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $786k | 6.1k | 128.24 |
| 2025-06-30 | $627k | 5.2k | 121.01 |
| 2025-03-31 | $515k | 4.6k | 111.48 |
| 2024-12-31 | $498k | 5.1k | 97.31 |
| 2024-09-30 | $503k | 4.4k | 115.02 |
| 2024-06-30 | $319k | 3.0k | 106.46 |
| 2024-03-31 | $281k | 2.9k | 96.73 |
| 2023-12-31 | $276k | 2.7k | 100.97 |
| 2023-09-30 | $244k | 2.4k | 101.46 |
| 2023-06-30 | $6.3M | 62k | 100.91 |