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Novartis shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Novartis (NVS) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Novartis

Tip: Access up to 7 years of quarterly data

All positions including Novartis held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novartis by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 13k 96.73
2023-12-31 $1.2M 12k 100.97
2023-09-30 $1.2M 12k 101.86
2023-06-30 $1.2M 12k 100.91
2023-03-31 $1.1M 12k 92.00
2022-12-31 $1.3M 15k 90.72
2022-09-30 $1.3M 17k 75.94
2022-06-30 $1.4M 17k 84.37
2022-03-31 $1.5M 17k 87.51
2021-12-31 $1.6M 19k 87.15
2021-09-30 $1.1M 14k 81.70
2021-06-30 $1.3M 14k 91.14
2021-03-31 $1.3M 16k 85.33
2020-12-31 $1.5M 16k 94.31
2020-09-30 $632k 7.3k 86.94
2020-06-30 $655k 7.6k 86.67
2020-03-31 $618k 7.6k 81.67
2019-12-31 $698k 7.4k 94.17
2019-09-30 $499k 5.8k 86.67
2019-06-30 $527k 5.8k 91.67
2019-03-31 $551k 5.8k 95.83
2018-12-31 $503k 5.9k 85.73
2018-09-30 $497k 5.8k 86.09
2018-06-30 $424k 5.6k 75.55
2018-03-31 $503k 6.2k 80.86
2017-12-31 $615k 7.3k 83.94
2017-09-30 $157k 1.8k 85.84
2017-06-30 $151k 1.8k 83.47
2017-03-31 $134k 1.8k 74.07
2016-06-30 $15k 212 70.75
2016-03-31 $15k 212 70.75
2015-12-31 $14k 158 88.61

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Novartis

Dodge & Cox
PRIMECAP Management Company
Morgan Stanley
Dimensional Fund Advisors
Loomis, Sayles and
Franklin Resources
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Cullen Capital Management
Henderson Group
Principal Financial Group
Northern Trust
Mondrian Investment Partners
Wells Fargo & Company

View all funds holding Novartis