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Livermore
Livermore
ZHEN

Benjamin Edwards Inc

SEC CIK
0001451623
Latest filing
Jul 24, 2026

NVS holding history

Novartis AG in every 13F filed by Benjamin Edwards Inc, 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)
5,979
Value
$937.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Benjamin Edwards Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,979$937.0K<0.1%+726+13.8%AddedHolders
Q1 20265,253$802.4K<0.1%+317+6.4%AddedHolders
Q4 20254,936$680.5K<0.1%+46+0.9%AddedHolders
Q3 20254,890$627.1K<0.1%+590+13.7%AddedHolders
Q2 20254,300$520.4K<0.1%+206+5.0%AddedHolders
Q1 20254,094$456.4K<0.1%−32,839−88.9%ReducedHolders
Q4 202436,933$3.60M0.1%−8,558−18.8%ReducedHolders
Q3 202445,491$5.24M0.1%+21,561+90.1%AddedHolders
Q2 202423,930$2.55M0.5%+194+0.8%AddedHolders
Q1 202423,736$2.30M0.5%+682+3.0%AddedHolders
Q4 202323,054$2.33M0.5%−4,054−15.0%ReducedHolders
Q3 202327,108$2.76M0.7%+3,334+14.0%AddedHolders
Q2 202323,774$2.40M0.6%+3,730+18.6%AddedHolders
Q1 202320,044$1.84M0.4%+1,982+11.0%AddedHolders
Q4 202218,062$1.64M0.4%+2,232+14.1%AddedHolders
Q3 202215,830$1.20M0.4%−909−5.4%ReducedHolders
Q2 202216,739$1.42M0.4%−455−2.6%ReducedHolders
Q1 202217,194$1.51M0.4%+5,561+47.8%AddedHolders
Q4 202111,633$1.02M0.3%+11,126+2,194.5%AddedHolders
Q3 2021507$41.0K<0.1%+307+153.5%AddedHolders
Q2 2021200$18.0K<0.1%00.0%UnchangedHolders
Q1 2021200$17.0K<0.1%––Holders

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