Novartis shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 2.4k | 128.24 |
| 2025-06-30 | $239k | 2.0k | 121.00 |
| 2025-03-31 | $213k | 1.9k | 111.47 |
| 2024-12-31 | $202k | 2.1k | 97.31 |
| 2024-09-30 | $232k | 2.0k | 115.01 |
| 2024-06-30 | $213k | 2.0k | 106.46 |