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Novartis shares owned by Union Bankshares

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Union Bankshares from 13F filings

Historical chart of Union Bankshares investment in Novartis

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All positions including Novartis held by Union Bankshares consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Union Bankshares

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 18k 97.31
2024-09-30 $2.0M 18k 115.02
2024-06-30 $1.9M 18k 106.46
2024-03-31 $1.7M 18k 96.73
2023-12-31 $2.0M 19k 100.97
2023-09-30 $2.2M 22k 101.85
2023-06-30 $2.3M 23k 100.91
2023-03-31 $2.2M 24k 92.00
2022-12-31 $2.3M 25k 90.72
2022-09-30 $1.9M 26k 75.47
2022-06-30 $2.4M 29k 84.29
2022-03-31 $2.6M 30k 88.07
2021-12-31 $3.0M 34k 87.54
2021-09-30 $4.1M 50k 81.89
2021-06-30 $5.5M 60k 91.11
2021-03-31 $6.0M 70k 85.37
2020-12-31 $6.5M 69k 94.43
2020-09-30 $6.0M 69k 86.97
2020-06-30 $6.0M 69k 87.38
2020-03-31 $5.5M 67k 82.45
2019-12-31 $6.6M 69k 94.68
2019-09-30 $6.0M 69k 86.89
2019-06-30 $6.3M 69k 91.31
2019-03-31 $3.4M 35k 96.15
2018-12-31 $3.3M 38k 85.81
2018-09-30 $3.3M 39k 86.17
2018-06-30 $2.9M 39k 75.55
2018-03-31 $3.2M 39k 80.86
2017-12-31 $3.2M 38k 83.96
2017-09-30 $3.2M 37k 85.86
2017-06-30 $3.1M 38k 83.48
2017-03-31 $2.8M 37k 74.26
2016-12-31 $2.5M 35k 72.83
2016-09-30 $2.7M 34k 78.96
2016-06-30 $2.7M 33k 82.51
2016-03-31 $2.1M 30k 72.43
2015-12-31 $2.2M 26k 86.02
2015-09-30 $2.1M 23k 91.91
2015-06-30 $1.9M 20k 98.34
2015-03-31 $2.0M 21k 98.63
2014-12-31 $2.1M 23k 92.66
2014-09-30 $2.3M 24k 94.14
2014-06-30 $2.2M 24k 90.53
2014-03-31 $2.4M 31k 76.71

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Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Dimensional Fund Advisors
Morgan Stanley
Loomis, Sayles and
Bank of America Corporation
Franklin Resources
Wellington Management Company
Renaissance Technologies
Principal Financial Group
Henderson Group
Goldman Sachs Group
Cullen Capital Management
Northern Trust
Fisher Investments

View all funds holding Novartis