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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

NVS holding history

Novartis AG in every 13F filed by BKD Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2026)
2,065
Value
$323.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,065$323.6K<0.1%+141+7.3%AddedHolders
Q1 20261,924$293.9K<0.1%−8−0.4%ReducedHolders
Q4 20251,932$266.4K<0.1%−169−8.0%ReducedHolders
Q3 20252,101$269.4K<0.1%−527−20.1%ReducedHolders
Q2 20252,628$318.0K<0.1%−298−10.2%ReducedHolders
Q1 20252,926$326.2K<0.1%+190+6.9%AddedHolders
Q4 20242,736$266.2K<0.1%−42−1.5%ReducedHolders
Q3 20242,778$319.5K<0.1%−29−1.0%ReducedHolders
Q2 20242,807$298.8K<0.1%+192+7.3%AddedHolders
Q1 20242,615$252.9K<0.1%−1,171−30.9%ReducedHolders
Q4 20233,786$382.3K<0.1%−538−12.4%ReducedHolders
Q3 20234,324$440.4K<0.1%−2,859−39.8%ReducedHolders
Q2 20237,183$724.8K<0.1%+2,608+57.0%AddedHolders
Q1 20234,575$420.9K<0.1%−607−11.7%ReducedHolders
Q4 20225,182$470.1K<0.1%−338−6.1%ReducedHolders
Q3 20225,520$419.0K<0.1%−447−7.5%ReducedHolders
Q2 20225,967$504.0K<0.1%+760+14.6%AddedHolders
Q1 20225,207$457.0K<0.1%+1,432+37.9%AddedHolders
Q4 20213,775$330.0K<0.1%+404+12.0%AddedHolders
Q3 20213,371$276.0K<0.1%+818+32.0%AddedHolders
Q2 20212,553$233.0K<0.1%−1,078−29.7%ReducedHolders
Q1 20213,631$310.0K<0.1%––Holders

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