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Novartis shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 180k 131.55
2025-06-30 $18M 147k 121.90
2025-03-31 $16M 141k 111.48
2024-12-31 $14M 146k 97.31
2024-06-30 $11M 106k 106.46
2024-03-31 $11M 112k 96.73
2023-12-31 $11M 106k 100.97
2023-09-30 $9.3M 91k 101.86
2023-03-31 $233k 2.5k 91.99