Novartis shares owned by Wealth Alliance Advisory Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Wealth Alliance Advisory Group
from 13F filings
Historical chart of Wealth Alliance Advisory Group investment in Novartis
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Quarterly reported holdings in Novartis by Wealth Alliance Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 2.3k | 128.24 |
| 2025-06-30 | $327k | 2.7k | 121.01 |
| 2025-03-31 | $301k | 2.7k | 111.48 |
| 2024-12-31 | $263k | 2.7k | 97.31 |
| 2024-09-30 | $322k | 2.8k | 115.02 |
| 2024-06-30 | $298k | 2.8k | 106.46 |
| 2024-03-31 | $252k | 2.6k | 96.73 |
| 2023-12-31 | $263k | 2.6k | 100.97 |
| 2023-09-30 | $265k | 2.6k | 101.86 |
| 2023-06-30 | $262k | 2.6k | 100.91 |
| 2023-03-31 | $259k | 2.8k | 92.00 |
| 2022-12-31 | $255k | 2.8k | 90.72 |
| 2022-09-30 | $213k | 2.8k | 76.04 |
| 2022-06-30 | $237k | 2.8k | 84.61 |
| 2022-03-31 | $252k | 2.9k | 87.74 |
| 2021-12-31 | $252k | 2.9k | 87.50 |
| 2021-09-30 | $239k | 2.9k | 81.93 |
| 2021-06-30 | $266k | 2.9k | 91.19 |
| 2021-03-31 | $250k | 2.9k | 85.56 |
| 2020-12-31 | $273k | 2.9k | 94.56 |
| 2020-09-30 | $264k | 3.0k | 87.01 |
| 2020-06-30 | $267k | 3.1k | 87.37 |
| 2020-03-31 | $251k | 3.0k | 82.40 |
| 2019-12-31 | $275k | 2.9k | 94.63 |
| 2019-09-30 | $257k | 3.0k | 86.77 |
| 2019-06-30 | $228k | 2.5k | 89.45 |
| 2019-03-31 | $207k | 2.5k | 81.21 |
| 2018-12-31 | $224k | 2.6k | 85.79 |
More positions owned by Wealth Alliance Advisory Group
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