Novartis shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Novartis
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Quarterly reported holdings in Novartis by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $618k | 4.8k | 128.24 |
| 2025-06-30 | $587k | 4.8k | 121.01 |
| 2024-12-31 | $413k | 4.2k | 97.31 |
| 2024-09-30 | $489k | 4.2k | 115.02 |
| 2024-06-30 | $452k | 4.2k | 106.46 |
| 2024-03-31 | $411k | 4.2k | 96.73 |
| 2023-12-31 | $429k | 4.2k | 100.97 |
| 2023-09-30 | $433k | 4.2k | 101.86 |
| 2023-06-30 | $429k | 4.2k | 100.91 |
| 2023-03-31 | $501k | 5.4k | 92.00 |
| 2022-12-31 | $494k | 5.4k | 90.72 |
| 2022-09-30 | $405k | 5.3k | 76.10 |
| 2022-06-30 | $450k | 5.3k | 84.55 |
| 2022-03-31 | $531k | 6.1k | 87.74 |
| 2021-12-31 | $529k | 6.1k | 87.41 |
| 2021-09-30 | $495k | 6.1k | 81.79 |
| 2021-06-30 | $621k | 6.8k | 91.24 |
| 2021-03-31 | $684k | 8.0k | 85.44 |
| 2020-12-31 | $406k | 4.3k | 94.33 |
| 2020-06-30 | $46k | 521 | 88.29 |