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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

NVS holding history

Novartis AG in every 13F filed by Greenleaf Trust, 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)
14,361
Value
$2.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,361$2.25M<0.1%−121−0.8%ReducedHolders
Q1 202614,482$2.21M<0.1%+58+0.4%AddedHolders
Q4 202514,424$1.99M<0.1%+728+5.3%AddedHolders
Q3 202513,696$1.76M<0.1%+382+2.9%AddedHolders
Q2 202513,314$1.61M<0.1%−4,310−24.5%ReducedHolders
Q1 202517,624$1.96M<0.1%−169−0.9%ReducedHolders
Q4 202417,793$1.73M<0.1%+192+1.1%AddedHolders
Q3 202417,601$2.02M<0.1%+1,445+8.9%AddedHolders
Q2 202416,156$1.72M<0.1%−1,211−7.0%ReducedHolders
Q1 202417,367$1.68M<0.1%−278−1.6%ReducedHolders
Q4 202317,645$1.78M<0.1%−19−0.1%ReducedHolders
Q3 202317,664$1.80M<0.1%+1,455+9.0%AddedHolders
Q2 202316,209$1.64M<0.1%+532+3.4%AddedHolders
Q1 202315,677$1.44M<0.1%−288−1.8%ReducedHolders
Q4 202215,965$1.45M<0.1%−87−0.5%ReducedHolders
Q3 202216,052$1.22M<0.1%+681+4.4%AddedHolders
Q2 202215,371$1.30M<0.1%+883+6.1%AddedHolders
Q1 202214,488$1.27M<0.1%−867−5.6%ReducedHolders
Q4 202115,355$1.34M<0.1%−5,832−27.5%ReducedHolders
Q3 202121,187$1.73M<0.1%−303−1.4%ReducedHolders
Q2 202121,490$1.96M<0.1%−1,182−5.2%ReducedHolders
Q1 202122,672$1.94M<0.1%––Holders

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