Novartis shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Novartis by Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $212k | 1.4k | 152.75 |
| 2025-09-30 | $351k | 2.7k | 128.24 |
| 2025-06-30 | $350k | 2.9k | 121.01 |
| 2025-03-31 | $323k | 2.9k | 111.48 |
| 2024-12-31 | $267k | 2.7k | 97.31 |
More positions owned by Roehl & Yi Investment Advisors
View all positions for Roehl & Yi Investment Advisors