Novartis shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Novartis
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All positions including Novartis held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 3.1k | 128.24 |
| 2025-06-30 | $430k | 3.6k | 121.01 |
| 2025-03-31 | $408k | 3.7k | 111.48 |
| 2024-12-31 | $356k | 3.7k | 97.31 |
| 2024-09-30 | $421k | 3.7k | 115.02 |
| 2024-06-30 | $390k | 3.7k | 106.46 |
| 2024-03-31 | $354k | 3.7k | 96.73 |
| 2023-12-31 | $370k | 3.7k | 100.97 |
| 2023-09-30 | $373k | 3.7k | 101.86 |
| 2023-06-30 | $369k | 3.7k | 100.91 |
| 2023-03-31 | $337k | 3.7k | 92.00 |
| 2022-12-31 | $225k | 2.5k | 90.72 |
| 2022-09-30 | $295k | 3.9k | 76.09 |
| 2022-06-30 | $328k | 3.9k | 84.60 |
| 2022-03-31 | $340k | 3.9k | 87.70 |
| 2021-12-31 | $339k | 3.9k | 87.44 |
| 2021-09-30 | $317k | 3.9k | 81.76 |
| 2021-06-30 | $354k | 3.9k | 91.31 |
| 2021-03-31 | $393k | 4.6k | 85.55 |
| 2020-12-31 | $462k | 4.9k | 94.48 |
| 2020-09-30 | $449k | 5.2k | 86.90 |
| 2020-06-30 | $447k | 5.1k | 87.34 |
| 2020-03-31 | $419k | 5.1k | 82.42 |
| 2019-12-31 | $534k | 5.6k | 94.61 |
| 2019-09-30 | $469k | 5.4k | 86.88 |
| 2019-06-30 | $572k | 6.3k | 91.34 |
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