Novartis shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 14k | 128.24 |
| 2025-06-30 | $1.6M | 13k | 121.01 |
| 2025-03-31 | $1.3M | 12k | 111.48 |
| 2024-12-31 | $1.1M | 12k | 97.31 |
| 2024-09-30 | $650k | 5.6k | 115.03 |
| 2024-06-30 | $599k | 5.6k | 106.47 |
| 2024-03-31 | $540k | 5.6k | 96.73 |
| 2023-12-31 | $565k | 5.6k | 100.97 |
| 2023-09-30 | $573k | 5.6k | 101.87 |
| 2023-06-30 | $220k | 2.2k | 100.91 |
| 2023-03-31 | $202k | 2.2k | 92.00 |
| 2022-12-31 | $301k | 3.3k | 90.72 |
| 2022-09-30 | $239k | 3.1k | 76.04 |
| 2022-06-30 | $327k | 3.9k | 84.40 |
| 2022-03-31 | $428k | 4.9k | 87.84 |
| 2021-12-31 | $402k | 4.6k | 87.42 |
| 2021-09-30 | $396k | 4.9k | 81.58 |
| 2021-06-30 | $530k | 5.8k | 91.17 |
| 2021-03-31 | $665k | 7.8k | 85.46 |
| 2020-12-31 | $778k | 8.2k | 94.43 |
| 2020-09-30 | $596k | 6.9k | 86.99 |
| 2020-06-30 | $409k | 4.7k | 87.05 |
| 2020-03-31 | $538k | 3.2k | 167.45 |
| 2019-12-31 | $250k | 2.6k | 94.66 |
| 2019-09-30 | $252k | 2.9k | 87.05 |
| 2019-06-30 | $302k | 3.3k | 91.29 |
| 2019-03-31 | $801k | 8.0k | 100.00 |
| 2018-12-31 | $706k | 8.3k | 84.71 |
| 2017-12-31 | $211k | 2.5k | 84.00 |
| 2017-09-30 | $203k | 2.3k | 86.46 |