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Livermore
Livermore
ZHEN

Smith, Salley & Associates

SEC CIK
0001482012
Latest filing
Jul 23, 2026

NVS holding history

Novartis AG in every 13F filed by Smith, Salley & Associates, 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)
3,892
Value
$610.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Smith, Salley & Associates, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,892$610.0K<0.1%00.0%UnchangedHolders
Q1 20263,892$594.5K<0.1%+500+14.7%AddedHolders
Q4 20253,392$467.7K<0.1%00.0%UnchangedHolders
Q3 20253,392$435.0K<0.1%00.0%UnchangedHolders
Q2 20253,392$410.5K<0.1%−25−0.7%ReducedHolders
Q1 20253,417$380.9K<0.1%+25+0.7%AddedHolders
Q4 20243,392$330.1K<0.1%−44−1.3%ReducedHolders
Q3 20243,436$395.2K<0.1%00.0%UnchangedHolders
Q2 20243,436$365.8K<0.1%+105+3.2%AddedHolders
Q1 20243,331$322.2K<0.1%+98+3.0%AddedHolders
Q4 20233,233$326.4K<0.1%−3−0.1%ReducedHolders
Q3 20233,236$329.6K<0.1%−3−0.1%ReducedHolders
Q2 20233,239$326.8K<0.1%+328+11.3%AddedHolders
Q1 20232,911$267.8K<0.1%−36−1.2%ReducedHolders
Q4 20222,947$267.4K<0.1%−29,861−91.0%ReducedHolders
Q3 202232,808$2.49M0.2%+170+0.5%AddedHolders
Q2 202232,638$2.76M0.2%−7,131−17.9%ReducedHolders
Q1 202239,769$3.49M0.3%+934+2.4%AddedHolders
Q4 202138,835$3.40M0.2%−1,046−2.6%ReducedHolders
Q3 202139,881$3.26M0.3%+1,693+4.4%AddedHolders
Q2 202138,188$3.48M0.3%+572+1.5%AddedHolders
Q1 202137,616$3.21M0.3%––Holders

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