Position history for Capital Wealth Planning, LLC's holdings in NOVARTIS A G
Capital Wealth Planning, LLC holds 163,545 shares of NVS (NOVARTIS A G), worth $22.7M as of 2025-Q4. The position was increased (++37.5% shares). NVS represents 0.1% of Capital Wealth Planning, LLC's portfolio.
Current Value
$22.7M
Current Shares
163,545
Total Value Change
+$20.1M
Total Shares Change
+139,682
Other major holders of NVS: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 163,545 |
+37.5% |
| $22.7M |
| 0.1% |
| $138.72 |
45 |
| 2025-Q3 | Increased | 118,905 | +31.6% | $15.2M | 0.1% | $124.10 | 43 |
| 2025-Q2 | Increased | 90,385 | +75.6% | $10.9M | 0.1% | $120.01 | 42 |
| 2025-Q1 | Increased | 51,460 | +33.4% | $5.7M | 0.0% | $112.57 | 35 |
| 2024-Q4 | Increased | 38,590 | +8.8% | $3.8M | 0.0% | $93.84 | 29 |
| 2024-Q3 | Increased | 35,470 | +48.6% | $4.1M | 0.0% | $111.46 | 37 |
| 2024-Q2 | Increased | 23,863 | +19.2% | $2.5M | 0.0% | $102.64 | 31 |