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Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

NVS holding history

Novartis AG in every 13F filed by Sigma Planning Corp, 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)
4,740
Value
$742.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,740$742.9K<0.1%+24+0.5%AddedHolders
Q1 20264,716$720.4K<0.1%−381−7.5%ReducedHolders
Q4 20255,097$702.7K<0.1%−6,071−54.4%ReducedHolders
Q3 202511,168$1.43M<0.1%+6,011+116.6%AddedHolders
Q2 20255,157$624.1K<0.1%+282+5.8%AddedHolders
Q1 20254,875$547.3K<0.1%+657+15.6%AddedHolders
Q4 20244,218$410.4K<0.1%−1,012−19.3%ReducedHolders
Q3 20245,230$601.6K<0.1%−288−5.2%ReducedHolders
Q2 20245,518$587.5K<0.1%−390−6.6%ReducedHolders
Q1 20245,908$571.5K<0.1%+3,546+150.1%AddedHolders
Q4 20232,362$238.4K<0.1%−4,754−66.8%ReducedHolders
Q3 20237,116$724.9K<0.1%−21−0.3%ReducedHolders
Q2 20237,137$720.3K<0.1%−589−7.6%ReducedHolders
Q1 20237,726$710.9K<0.1%+1,283+19.9%AddedHolders
Q4 20226,443$584.6K<0.1%−4,660−42.0%ReducedHolders
Q3 202211,103$844.0K<0.1%+37+0.3%AddedHolders
Q2 202211,066$935.0K<0.1%+5,126+86.3%AddedHolders
Q1 20225,940$521.0K<0.1%−1,710−22.4%ReducedHolders
Q4 20217,650$669.0K<0.1%−4,132−35.1%ReducedHolders
Q3 202111,782$964.0K<0.1%+250+2.2%AddedHolders
Q2 202111,532$1.05M<0.1%−331−2.8%ReducedHolders
Q1 202111,863$1.01M<0.1%––Holders

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