Waldron Private Wealth LLC
- SEC CIK
- 0001598180
- Latest filing
- Jul 20, 2026
NVS holding history
Novartis AG in every 13F filed by Waldron Private Wealth 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 (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −2,273−100.0% | Sold out | Holders |
| Q3 2024 | 2,273 | $261.4K | <0.1% | −124−5.2% | Reduced | Holders |
| Q2 2024 | 2,397 | $255.2K | <0.1% | −414−14.7% | Reduced | Holders |
| Q1 2024 | 2,811 | $271.9K | <0.1% | +601+27.2% | Added | Holders |
| Q4 2023 | 2,210 | $223.1K | <0.1% | +132+6.4% | Added | Holders |
| Q3 2023 | 2,078 | $211.7K | <0.1% | +2,078 | New | Holders |