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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

NVS holding history

Novartis AG in every 13F filed by EP Wealth Advisors, 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)
38,592
Value
$6.05M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of NVS by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,592$6.05M<0.1%+1,481+4.0%AddedHolders
Q1 202637,111$5.67M<0.1%+20,134+118.6%AddedHolders
Q4 202516,977$2.34M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202512,550$1.52M<0.1%+1,191+10.5%AddedHolders
Q1 202511,359$1.27M<0.1%−641−5.3%ReducedHolders
Q4 202412,000$1.17M<0.1%−1,630−12.0%ReducedHolders
Q3 202413,630$1.57M<0.1%+1,837+15.6%AddedHolders
Q2 202411,793$1.26M<0.1%−1,311−10.0%ReducedHolders
Q1 202413,104$1.27M<0.1%+2,052+18.6%AddedHolders
Q4 202311,052$1.12M<0.1%−1,196−9.8%ReducedHolders
Q3 202312,248$1.25M<0.1%−16,000−56.6%ReducedHolders
Q2 202328,248$794.8K<0.1%+8,988+46.7%AddedHolders
Q1 202319,260$3.07M0.1%+14,185+279.5%AddedHolders
Q4 20225,075$460.4K<0.1%+5,075NewHolders
Q3 20220$00.0%−10,800−100.0%Sold outHolders
Q2 202210,800$913.0K<0.1%+2,631+32.2%AddedHolders
Q1 20228,169$717.0K<0.1%−315−3.7%ReducedHolders
Q4 20218,484$742.0K<0.1%+406+5.0%AddedHolders
Q3 20218,078$661.0K<0.1%+790+10.8%AddedHolders
Q2 20217,288$665.0K<0.1%+826+12.8%AddedHolders
Q1 20216,462$552.0K<0.1%––Holders

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