NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

NORTHCAPE WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001902806)

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

Q4 2025
Shares 8,370 Value ($000) $1,154 Avg Close — Range —
Q3 2025
Shares 8,370 Value ($000) $1,073 Avg Close — Range —
Q2 2025
Shares 8,370 Value ($000) $1,013 Avg Close — Range —
Q1 2025
Shares 8,370 Value ($000) $933 Avg Close — Range —
Q4 2024
Shares 8,570 Value ($000) $834 Avg Close — Range —
Q3 2024
Shares 8,570 Value ($000) $986 Avg Close — Range —
Q2 2024
Shares 8,570 Value ($000) $912 Avg Close — Range —
Q1 2024
Shares 7,572 Value ($000) $732 Avg Close — Range —
Q4 2023
Shares 9,262 Value ($000) $935 Avg Close — Range —
Q3 2023
Shares 9,356 Value ($000) $953 Avg Close — Range —
Q2 2023
Shares 9,852 Value ($000) $994 Avg Close — Range —
Q1 2023
Shares 9,979 Value ($000) $918 Avg Close — Range —
Q3 2022
Shares 11,605 Value ($000) $882 Avg Close — Range —
Q2 2022
Shares 8,372 Value ($000) $708 Avg Close — Range —
Q1 2022
Shares 11,643 Value ($000) $1,022 Avg Close — Range —
Q4 2021
Shares 8,372 Value ($000) $732 Avg Close — Range —