NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,977 Value ($000) $2,341 Avg Close Range
Q2 2025
Shares 12,550 Value ($000) $1,519 Avg Close Range
Q1 2025
Shares 11,359 Value ($000) $1,266 Avg Close Range
Q4 2024
Shares 12,000 Value ($000) $1,168 Avg Close Range
Q3 2024
Shares 13,630 Value ($000) $1,568 Avg Close Range
Q2 2024
Shares 11,793 Value ($000) $1,256 Avg Close Range
Q1 2024
Shares 13,104 Value ($000) $1,268 Avg Close Range
Q4 2023
Shares 11,052 Value ($000) $1,116 Avg Close Range
Q3 2023
Shares 12,248 Value ($000) $1,248 Avg Close Range
Q2 2023
Shares 28,248 Value ($000) $795 Avg Close Range
Q1 2023
Shares 19,260 Value ($000) $3,065 Avg Close Range
Q4 2022
Shares 5,075 Value ($000) $460 Avg Close Range
Q2 2022
Shares 10,800 Value ($000) $913 Avg Close Range
Q1 2022
Shares 8,169 Value ($000) $717 Avg Close Range
Q4 2021
Shares 8,484 Value ($000) $742 Avg Close Range
Q3 2021
Shares 8,078 Value ($000) $661 Avg Close Range
Q2 2021
Shares 7,288 Value ($000) $665 Avg Close Range
Q1 2021
Shares 6,462 Value ($000) $552 Avg Close Range
Q4 2020
Shares 6,428 Value ($000) $607 Avg Close Range
Q3 2020
Shares 7,471 Value ($000) $650 Avg Close Range
Q2 2020
Shares 6,550 Value ($000) $572 Avg Close Range
Q1 2020
Shares 7,949 Value ($000) $655 Avg Close Range
Q4 2019
Shares 7,747 Value ($000) $734 Avg Close Range
Q3 2019
Shares 7,938 Value ($000) $690 Avg Close Range
Q2 2019
Shares 6,026 Value ($000) $550 Avg Close Range
Q1 2019
Shares 2,438 Value ($000) $234 Avg Close Range
Q4 2018
Shares 2,415 Value ($000) $207 Avg Close Range
Q1 2016
Shares 130,738 Value ($000) $9,471 Avg Close Range
Q4 2015
Shares 138,885 Value ($000) $11,950 Avg Close Range
Q3 2015
Shares 137,402 Value ($000) $12,630 Avg Close Range
Q2 2015
Shares 138,028 Value ($000) $13,573,681 Avg Close Range
Q1 2015
Shares 135,529 Value ($000) $13,364,471 Avg Close Range
Q4 2014
Shares 136,849 Value ($000) $12,680 Avg Close Range
Q3 2014
Shares 136,902 Value ($000) $12,887 Avg Close Range
Q2 2014
Shares 131,548 Value ($000) $11,909 Avg Close Range
Q1 2014
Shares 128,686 Value ($000) $10,941 Avg Close Range
Q4 2013
Shares 125,957 Value ($000) $10,124 Avg Close Range
Q3 2013
Shares 122,279 Value ($000) $9,380 Avg Close Range
Q2 2013
Shares 117,325 Value ($000) $8,296 Avg Close Range