Novartis shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $191k | 1.6k | 121.00 |
| 2025-03-31 | $12k | 1.6k | 7.60 |