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Novartis shares owned by True Wealth Design

Quarter-by-quarter ownership of Novartis (NVS) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Novartis

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All positions including Novartis held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $101k 662 152.75
2025-12-31 $68k 496 137.87
2025-09-30 $64k 498 128.24
2025-06-30 $17k 136 121.01
2025-03-31 $14k 127 111.48
2024-12-31 $13k 129 97.31
2024-09-30 $12k 102 115.03
2024-06-30 $8.8k 83 106.47