McDaniel Terry & Co
- SEC CIK
- 0001104366
- Latest filing
- Jul 30, 2026
NVS holding history
Novartis AG in every 13F filed by McDaniel Terry & 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)
- 3,325
- Value
- $521.1K
- % of portfolio
- <0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,325 | $521.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 3,325 | $507.9K | <0.1% | +156+4.9% | Added | Holders |
| Q4 2025 | 3,169 | $436.9K | <0.1% | −8−0.3% | Reduced | Holders |
| Q3 2025 | 3,177 | $407.4K | <0.1% | −323−9.2% | Reduced | Holders |
| Q2 2025 | 3,500 | $423.5K | <0.1% | −395−10.1% | Reduced | Holders |
| Q1 2025 | 3,895 | $434.0K | <0.1% | −45−1.1% | Reduced | Holders |
| Q4 2024 | 3,940 | $383.0K | <0.1% | −2,250−36.3% | Reduced | Holders |
| Q3 2024 | 6,190 | $712.0K | 0.1% | +370+6.4% | Added | Holders |
| Q2 2024 | 5,820 | $620.0K | 0.1% | −164−2.7% | Reduced | Holders |
| Q1 2024 | 5,984 | $579.0K | 0.1% | −5,527−48.0% | Reduced | Holders |
| Q4 2023 | 11,511 | $1.16M | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 11,511 | $1.17M | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 11,511 | $1.16M | 0.1% | −12−0.1% | Reduced | Holders |
| Q1 2023 | 11,523 | $1.06M | 0.1% | −175−1.5% | Reduced | Holders |
| Q4 2022 | 11,698 | $1.06M | 0.1% | −590−4.8% | Reduced | Holders |
| Q3 2022 | 12,288 | $934.0K | 0.1% | −473−3.7% | Reduced | Holders |
| Q2 2022 | 12,761 | $1.08M | 0.1% | −5,861−31.5% | Reduced | Holders |
| Q1 2022 | 18,622 | $1.63M | 0.2% | −150,080−89.0% | Reduced | Holders |
| Q4 2021 | 168,702 | $14.8M | 1.5% | −43,773−20.6% | Reduced | Holders |
| Q3 2021 | 212,475 | $17.4M | 2.0% | +6,455+3.1% | Added | Holders |
| Q2 2021 | 206,020 | $18.8M | 2.2% | +2,861+1.4% | Added | Holders |
| Q1 2021 | 203,159 | $17.4M | 2.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.