Novartis shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.4M | 39k | 137.87 |
| 2025-09-30 | $188k | 1.5k | 128.22 |
| 2025-06-30 | $177k | 1.5k | 120.99 |
| 2025-03-31 | $338k | 3.0k | 111.48 |
| 2024-12-31 | $252k | 2.6k | 97.32 |
| 2024-09-30 | $296k | 2.6k | 115.04 |
| 2024-06-30 | $293k | 2.8k | 106.45 |
| 2024-03-31 | $347k | 3.6k | 96.73 |
| 2023-12-31 | $407k | 3.8k | 108.24 |
| 2023-09-30 | $384k | 3.8k | 101.87 |
| 2023-06-30 | $353k | 3.5k | 100.90 |
| 2023-03-31 | $374k | 4.1k | 92.01 |
| 2022-12-31 | $285k | 3.1k | 90.68 |
| 2022-09-30 | $223k | 2.9k | 76.03 |
| 2022-06-30 | $397k | 4.7k | 84.49 |
| 2022-03-31 | $660k | 7.5k | 87.78 |
| 2021-12-31 | $941k | 11k | 87.50 |
| 2021-09-30 | $455k | 5.6k | 81.72 |
| 2021-06-30 | $499k | 5.5k | 91.26 |
| 2021-03-31 | $766k | 8.9k | 86.26 |