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Livermore
Livermore
ZHEN

Charter Trust Co

SEC CIK
0001035463
Latest filing
Jul 15, 2026

NVS holding history

Novartis AG in every 13F filed by Charter Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVS overviewAll 13F holders of NVSFull Q2 2026 holdings

Shares (Q2 2026)
3,042
Value
$476.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of NVS by Charter Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,042$476.7K<0.1%+50+1.7%AddedHolders
Q1 20262,992$457.0K<0.1%+79+2.7%AddedHolders
Q4 20252,913$401.6K<0.1%−150−4.9%ReducedHolders
Q3 20253,063$392.8K<0.1%00.0%UnchangedHolders
Q2 20253,063$370.7K<0.1%−300−8.9%ReducedHolders
Q1 20253,363$374.9K<0.1%+230+7.3%AddedHolders
Q4 20243,133$304.9K<0.1%−536−14.6%ReducedHolders
Q3 20243,669$422.0K<0.1%−350−8.7%ReducedHolders
Q2 20244,019$427.9K<0.1%−4−0.1%ReducedHolders
Q1 20244,023$389.1K<0.1%+503+14.3%AddedHolders
Q4 20233,520$355.4K<0.1%+313+9.8%AddedHolders
Q3 20233,207$326.7K<0.1%00.0%UnchangedHolders
Q2 20233,207$323.6K<0.1%−100−3.0%ReducedHolders
Q1 20233,307$304.2K<0.1%00.0%UnchangedHolders
Q4 20223,307$300.0K<0.1%+71+2.2%AddedHolders
Q3 20223,236$246.0K<0.1%+49+1.5%AddedHolders
Q2 20223,187$269.0K<0.1%+3,187NewHolders
Q1 20220$00.0%−2,986−100.0%Sold outHolders
Q4 20212,986$262.0K<0.1%−100−3.2%ReducedHolders
Q3 20213,086$253.0K<0.1%−192−5.9%ReducedHolders
Q2 20213,278$300.0K<0.1%−167−4.8%ReducedHolders
Q1 20213,445$294.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.