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Livermore
Livermore
ZHEN

CIBC Private Wealth Group, LLC

SEC CIK
0001298088
Latest filing
Feb 12, 2026

NVS holding history

Novartis AG in every 13F filed by CIBC Private Wealth Group, LLC, 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 Q4 2025 holdings

Shares (Q4 2025)
517,027
Value
$71.3M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of NVS by CIBC Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025517,027$71.3M0.1%+21,236+4.3%AddedHolders
Q3 2025495,791$63.6M0.1%+18,447+3.9%AddedHolders
Q2 2025477,344$57.8M0.1%+9,859+2.1%AddedHolders
Q1 2025467,485$47.7M0.1%+15,923+3.5%AddedHolders
Q4 2024451,562$45.3M0.1%−41,094−8.3%ReducedHolders
Q3 2024492,656$56.7M0.1%+3,783+0.8%AddedHolders
Q2 2024488,873$52.8M0.1%−6,807−1.4%ReducedHolders
Q1 2024495,680$47.5M0.1%−129,925−20.8%ReducedHolders
Q4 2023625,605$63.2M0.1%+140,561+29.0%AddedHolders
Q3 2023485,044$49.4M0.1%+2,739+0.6%AddedHolders
Q2 2023482,305$48.7M0.1%+62,106+14.8%AddedHolders
Q1 2023420,199$109.8M0.3%+8,523+2.1%AddedHolders
Q4 2022411,676$25.3M0.1%−9,262−2.2%ReducedHolders
Q3 2022420,938$32.0M0.1%−1,895−0.4%ReducedHolders
Q2 2022422,833$35.7M0.1%+35,522+9.2%AddedHolders
Q1 2022387,311$34.0M0.1%+19,827+5.4%AddedHolders
Q4 2021367,484$32.1M0.1%+1,403+0.4%AddedHolders
Q3 2021366,081$29.9M0.1%+4,896+1.4%AddedHolders
Q2 2021361,185$33.0M0.1%+10,886+3.1%AddedHolders
Q1 2021350,299$29.9M0.1%––Holders

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