Novartis shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.3M | 8.0k | 156.72 |
| 2026-03-31 | $1.2M | 8.0k | 152.75 |
| 2025-12-31 | $1.4M | 10k | 137.87 |
| 2025-09-30 | $1.3M | 11k | 128.24 |
| 2025-06-30 | $1.3M | 10k | 121.01 |
| 2025-03-31 | $1.1M | 10k | 111.48 |
| 2024-12-31 | $1.0M | 10k | 97.31 |
| 2024-09-30 | $1.2M | 11k | 115.02 |
| 2024-06-30 | $951k | 9.8k | 96.73 |
| 2024-03-31 | $951k | 9.8k | 96.73 |
| 2023-12-31 | $825k | 8.2k | 100.97 |