NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025
Shares 1,015 Value ($000) $140 Avg Close — Range —
Q3 2025
Shares 821 Value ($000) $105 Avg Close — Range —
Q2 2025
Shares 901 Value ($000) $109 Avg Close — Range —
Q1 2025
Shares 807 Value ($000) $90 Avg Close — Range —
Q4 2024
Shares 683 Value ($000) $66 Avg Close — Range —
Q3 2024
Shares 617 Value ($000) $71 Avg Close — Range —
Q2 2024
Shares 334 Value ($000) $36 Avg Close — Range —
Q1 2024
Shares 350 Value ($000) $34 Avg Close — Range —
Q4 2023
Shares 377 Value ($000) $38 Avg Close — Range —
Q3 2023
Shares 358 Value ($000) $36 Avg Close — Range —
Q2 2023
Shares 314 Value ($000) $32 Avg Close — Range —
Q1 2023
Shares 228 Value ($000) $21 Avg Close — Range —