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Livermore
Livermore
ZHEN

Freestone Capital Holdings, LLC

SEC CIK
0001470876
Latest filing
Jul 31, 2026

NVS holding history

Novartis AG in every 13F filed by Freestone Capital Holdings, 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)
4,448
Value
$697.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Freestone Capital Holdings, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,448$697.1K<0.1%−988−18.2%ReducedHolders
Q1 20265,436$830.3K<0.1%+339+6.7%AddedHolders
Q4 20255,097$702.7K<0.1%+1,834+56.2%AddedHolders
Q3 20253,263$418.4K<0.1%−5−0.2%ReducedHolders
Q2 20253,268$395.5K<0.1%−216−6.2%ReducedHolders
Q1 20253,484$388.4K<0.1%−266−7.1%ReducedHolders
Q4 20243,750$364.9K<0.1%−210−5.3%ReducedHolders
Q3 20243,960$455.5K<0.1%−80−2.0%ReducedHolders
Q2 20244,040$430.1K<0.1%−348−7.9%ReducedHolders
Q1 20244,388$424.5K<0.1%−161−3.5%ReducedHolders
Q4 20234,549$459.3K<0.1%−190−4.0%ReducedHolders
Q3 20234,739$482.7K<0.1%−2,546−34.9%ReducedHolders
Q2 20237,285$735.1K<0.1%−1,757−19.4%ReducedHolders
Q1 20239,042$831.9K<0.1%−560−5.8%ReducedHolders
Q4 20229,602$871.1K<0.1%−11,470−54.4%ReducedHolders
Q3 202221,072$1.60M0.1%−15,655−42.6%ReducedHolders
Q2 202236,727$3.10M0.1%−46,229−55.7%ReducedHolders
Q1 202282,956$7.28M0.3%+10,834+15.0%AddedHolders
Q4 202172,122$6.31M0.3%−170−0.2%ReducedHolders
Q3 202172,292$5.91M0.3%−7,739−9.7%ReducedHolders
Q2 202180,031$7.30M0.4%−2,548−3.1%ReducedHolders
Q1 202182,579$7.06M0.4%––Holders

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