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Livermore
Livermore
ZHEN

Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

NVS holding history

Novartis AG in every 13F filed by Mather Group, 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)
9,570
Value
$1.50M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,570$1.50M<0.1%−579−5.7%ReducedHolders
Q1 202610,149$1.55M<0.1%+29+0.3%AddedHolders
Q4 202510,120$1.40M<0.1%−114−1.1%ReducedHolders
Q3 202510,234$1.31M<0.1%+2,423+31.0%AddedHolders
Q2 20257,811$945.2K<0.1%−100−1.3%ReducedHolders
Q1 20257,911$881.9K<0.1%+322+4.2%AddedHolders
Q4 20247,589$738.5K<0.1%+51+0.7%AddedHolders
Q3 20247,538$867.0K<0.1%−3,061−28.9%ReducedHolders
Q2 202410,599$1.03M<0.1%+3,046+40.3%AddedHolders
Q1 20247,553$762.6K<0.1%−1,922−20.3%ReducedHolders
Q4 20239,475$956.7K<0.1%+1,712+22.1%AddedHolders
Q3 20237,763$790.8K<0.1%+580+8.1%AddedHolders
Q2 20237,183$724.9K<0.1%+589+8.9%AddedHolders
Q1 20236,594$606.6K<0.1%+2,053+45.2%AddedHolders
Q4 20224,541$411.9K<0.1%−3,050−40.2%ReducedHolders
Q3 20227,591$577.0K<0.1%−1,193−13.6%ReducedHolders
Q2 20228,784$743.0K<0.1%+127+1.5%AddedHolders
Q1 20228,657$760.0K<0.1%−10−0.1%ReducedHolders
Q4 20218,667$758.0K<0.1%+3,048+54.2%AddedHolders
Q3 20215,619$459.0K<0.1%+130+2.4%AddedHolders
Q2 20215,489$501.0K<0.1%−18−0.3%ReducedHolders
Q1 20215,507$471.0K<0.1%––Holders

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