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Novartis shares owned by Transamerica Financial Advisors

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Transamerica Financial Advisors from 13F filings

Historical chart of Transamerica Financial Advisors investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 2.5k 128.21
2025-06-30 $251k 2.1k 120.97
2025-03-31 $153k 1.4k 111.60
2024-12-31 $141k 1.4k 97.65
2024-09-30 $180k 1.6k 115.24
2024-06-30 $1.0k 1 1000.00
2024-03-31 $1.0k 1 1000.00
2023-12-31 $1.0k 1 1000.00
2023-09-30 $1.0k 1 1000.00
2023-06-30 $19k 188 101.06
2023-03-31 $18k 188 95.74
2022-12-31 $17k 188 90.43
2022-09-30 $15k 188 79.79
2022-06-30 $16k 188 85.11
2016-03-31 $33k 450 73.33
2015-12-31 $39k 450 86.67
2015-09-30 $42k 450 93.33
2015-06-30 $45k 450 100.00
2015-03-31 $45k 450 100.00
2014-12-31 $42k 450 93.33
2014-09-30 $43k 450 95.56
2014-06-30 $41k 450 91.11