Novartis shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Novartis
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Quarterly reported holdings in Novartis by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 9.9k | 128.24 |
| 2025-06-30 | $1.1M | 9.3k | 121.01 |
| 2025-03-31 | $950k | 8.5k | 111.48 |
| 2024-12-31 | $658k | 6.8k | 97.31 |
| 2024-09-30 | $771k | 6.7k | 115.02 |
| 2024-06-30 | $713k | 6.7k | 106.46 |
| 2024-03-31 | $691k | 7.0k | 98.35 |
| 2023-12-31 | $674k | 6.7k | 100.98 |
| 2023-09-30 | $697k | 6.8k | 101.87 |
| 2023-06-30 | $743k | 7.4k | 100.91 |
| 2023-03-31 | $622k | 6.8k | 92.00 |
| 2022-12-31 | $464k | 5.1k | 90.73 |
| 2022-09-30 | $267k | 3.5k | 76.05 |
| 2022-06-30 | $248k | 2.9k | 84.47 |
| 2022-03-31 | $283k | 3.2k | 87.81 |
| 2021-12-31 | $689k | 7.9k | 87.41 |
| 2021-09-30 | $631k | 7.7k | 81.78 |
| 2021-06-30 | $648k | 7.1k | 91.27 |
| 2021-03-31 | $644k | 7.5k | 85.48 |
| 2020-12-31 | $681k | 7.2k | 94.45 |
| 2020-09-30 | $626k | 7.2k | 86.94 |
| 2020-06-30 | $711k | 8.1k | 87.38 |
| 2020-03-31 | $205k | 2.4k | 84.92 |
| 2019-12-31 | $227k | 2.4k | 94.74 |
| 2019-09-30 | $194k | 2.2k | 87.03 |
| 2019-06-30 | $207k | 2.3k | 91.51 |
| 2019-03-31 | $176k | 1.8k | 96.12 |
| 2018-12-31 | $295k | 3.4k | 85.86 |
| 2018-09-30 | $280k | 3.2k | 87.31 |
| 2018-06-30 | $278k | 3.4k | 82.32 |
| 2018-03-31 | $348k | 4.3k | 80.93 |
| 2017-12-31 | $547k | 6.5k | 83.91 |
| 2017-09-30 | $486k | 5.7k | 85.82 |