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Novartis shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Novartis

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All positions including Novartis held by Zrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $48k 350 137.87
2025-09-30 $45k 350 128.24
2025-06-30 $42k 350 121.01
2025-03-31 $39k 350 111.48
2024-12-31 $34k 350 97.31
2024-09-30 $40k 350 115.02
2024-06-30 $37k 350 106.46
2024-03-31 $34k 350 96.73
2023-12-31 $36k 350 101.86
2023-09-30 $36k 350 101.86
2023-06-30 $35k 350 100.91
2023-03-31 $32k 350 92.00