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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NVS holding history

Novartis AG in every 13F filed by Creative Planning, 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)
546,659
Value
$85.7M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026546,659$85.7M0.1%+17,845+3.4%AddedHolders
Q1 2026528,814$80.8M0.1%+89,851+20.5%AddedHolders
Q4 2025438,963$60.5M<0.1%+15,145+3.6%AddedHolders
Q3 2025423,818$54.4M<0.1%+25,560+6.4%AddedHolders
Q2 2025398,258$48.2M<0.1%+11,267+2.9%AddedHolders
Q1 2025386,991$43.1M<0.1%+33,232+9.4%AddedHolders
Q4 2024353,759$34.4M<0.1%+8,808+2.6%AddedHolders
Q3 2024344,951$39.7M<0.1%+13,486+4.1%AddedHolders
Q2 2024331,465$35.3M<0.1%+14,858+4.7%AddedHolders
Q1 2024316,607$30.6M<0.1%+6,419+2.1%AddedHolders
Q4 2023310,188$31.3M0.1%−137,394−30.7%ReducedHolders
Q3 2023447,582$45.6M0.1%+146,327+48.6%AddedHolders
Q2 2023301,255$30.4M<0.1%+14,742+5.1%AddedHolders
Q1 2023286,513$26.4M<0.1%−2,623−0.9%ReducedHolders
Q4 2022289,136$26.2M<0.1%−12,014−4.0%ReducedHolders
Q3 2022301,150$22.9M<0.1%−11,654−3.7%ReducedHolders
Q2 2022312,804$26.4M<0.1%−29,662−8.7%ReducedHolders
Q1 2022342,466$30.1M<0.1%+256,185+296.9%AddedHolders
Q4 202186,281$7.55M<0.1%−18,846−17.9%ReducedHolders
Q3 2021105,127$8.60M<0.1%+33,024+45.8%AddedHolders
Q2 202172,103$6.58M<0.1%−14,140−16.4%ReducedHolders
Q1 202186,243$7.37M<0.1%––Holders

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