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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

NVS holding history

Novartis AG in every 13F filed by Avidian Wealth Solutions, 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)
8,699
Value
$1.36M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,699$1.36M<0.1%−444−4.9%ReducedHolders
Q1 20269,143$1.40M<0.1%+1,331+17.0%AddedHolders
Q4 20257,812$1.08M<0.1%−115−1.5%ReducedHolders
Q3 20257,927$1.02M<0.1%+178+2.3%AddedHolders
Q2 20257,749$937.8K<0.1%+90+1.2%AddedHolders
Q1 20257,659$853.8K<0.1%+200+2.7%AddedHolders
Q4 20247,459$725.8K<0.1%−454−5.7%ReducedHolders
Q3 20247,913$910.1K<0.1%+102+1.3%AddedHolders
Q2 20247,811$831.6K<0.1%+497+6.8%AddedHolders
Q1 20247,314$707.5K<0.1%−685−8.6%ReducedHolders
Q4 20237,999$807.7K0.1%−33−0.4%ReducedHolders
Q3 20238,032$818.1K0.1%−506−5.9%ReducedHolders
Q2 20238,538$861.6K0.1%+359+4.4%AddedHolders
Q1 20238,179$752.5K<0.1%+307+3.9%AddedHolders
Q4 20227,872$714.1K<0.1%00.0%UnchangedHolders
Q3 20227,872$598.0K<0.1%+113+1.5%AddedHolders
Q2 20227,759$656.0K<0.1%+57+0.7%AddedHolders
Q1 20227,702$676.0K<0.1%−1,828−19.2%ReducedHolders
Q4 20219,530$834.0K0.1%+4,456+87.8%AddedHolders
Q3 20215,074$415.0K<0.1%+47+0.9%AddedHolders
Q2 20215,027$459.0K<0.1%−129−2.5%ReducedHolders
Q1 20215,156$441.0K<0.1%––Holders

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