Novartis shares owned by Wealth Dimensions Group
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Wealth Dimensions Group
from 13F filings
Historical chart of Wealth Dimensions Group investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Wealth Dimensions Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Wealth Dimensions Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 2.2k | 128.23 |
| 2025-06-30 | $271k | 2.2k | 121.00 |
| 2025-03-31 | $250k | 2.2k | 111.50 |
| 2024-12-31 | $218k | 2.2k | 97.33 |
| 2024-09-30 | $257k | 2.2k | 115.02 |
| 2024-06-30 | $230k | 2.2k | 106.46 |
| 2024-03-31 | $212k | 2.2k | 96.73 |
| 2023-12-31 | $221k | 2.2k | 100.97 |
| 2023-09-30 | $235k | 2.3k | 101.86 |
| 2023-06-30 | $228k | 2.3k | 100.91 |
| 2023-03-31 | $210k | 2.3k | 92.00 |
| 2022-12-31 | $207k | 2.3k | 90.72 |
| 2020-12-31 | $200k | 2.1k | 94.43 |