Skip to main content
Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

NVS holding history

Novartis AG in every 13F filed by D.A. Davidson & 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)
163,017
Value
$25.5M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026163,017$25.5M0.1%−49,798−23.4%ReducedHolders
Q1 2026212,815$32.5M0.2%−6,899−3.1%ReducedHolders
Q4 2025219,714$30.3M0.2%−4,833−2.2%ReducedHolders
Q3 2025224,547$28.8M0.2%−106,074−32.1%ReducedHolders
Q2 2025330,621$40.0M0.3%−68,710−17.2%ReducedHolders
Q1 2025399,331$44.5M0.4%−65,251−14.0%ReducedHolders
Q4 2024464,582$45.2M0.4%−22,558−4.6%ReducedHolders
Q3 2024487,140$56.0M0.5%−4,942−1.0%ReducedHolders
Q2 2024492,082$52.4M0.5%−1,220−0.2%ReducedHolders
Q1 2024493,302$47.7M0.4%+6,225+1.3%AddedHolders
Q4 2023487,077$49.2M0.5%−10,100−2.0%ReducedHolders
Q3 2023497,177$50.6M0.5%+669+0.1%AddedHolders
Q2 2023496,508$50.1M0.5%−20,901−4.0%ReducedHolders
Q1 2023517,409$47.6M0.5%+29,725+6.1%AddedHolders
Q4 2022487,684$44.2M0.5%+3,819+0.8%AddedHolders
Q3 2022483,865$36.8M0.5%+10,043+2.1%AddedHolders
Q2 2022473,822$40.1M0.5%+4,237+0.9%AddedHolders
Q1 2022469,585$41.2M0.4%+20,123+4.5%AddedHolders
Q4 2021449,462$39.3M0.4%+15,638+3.6%AddedHolders
Q3 2021433,824$35.5M0.4%+3,455+0.8%AddedHolders
Q2 2021430,369$39.3M0.5%+17,893+4.3%AddedHolders
Q1 2021412,476$35.3M0.5%––Holders

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