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Livermore
Livermore
ZHEN

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

NVS holding history

Novartis AG in every 13F filed by Plancorp, 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)
12,291
Value
$1.89M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,291$1.89M<0.1%00.0%UnchangedHolders
Q1 202612,291$1.89M0.1%+30.0%AddedHolders
Q4 202512,288$1.69M0.1%00.0%UnchangedHolders
Q3 202512,288$1.58M<0.1%00.0%UnchangedHolders
Q2 202512,288$1.49M0.1%+3,719+43.4%AddedHolders
Q1 20258,569$955.3K<0.1%+3,752+77.9%AddedHolders
Q4 20244,817$468.8K<0.1%+21+0.4%AddedHolders
Q3 20244,796$551.7K<0.1%00.0%UnchangedHolders
Q2 20244,796$510.6K<0.1%+3+0.1%AddedHolders
Q1 20244,793$463.6K<0.1%+16+0.3%AddedHolders
Q4 20234,777$482.3K<0.1%00.0%UnchangedHolders
Q3 20234,777$486.6K<0.1%+15+0.3%AddedHolders
Q2 20234,762$480.5K<0.1%00.0%UnchangedHolders
Q1 20234,762$438.1K<0.1%+4+0.1%AddedHolders
Q4 20224,758$431.7K<0.1%−72−1.5%ReducedHolders
Q3 20224,830$367.0K<0.1%−78−1.6%ReducedHolders
Q2 20224,908$415.0K<0.1%−933−16.0%ReducedHolders
Q1 20225,841$513.0K<0.1%+11+0.2%AddedHolders
Q4 20215,830$510.0K<0.1%00.0%UnchangedHolders
Q3 20215,830$477.0K<0.1%00.0%UnchangedHolders
Q2 20215,830$532.0K<0.1%00.0%UnchangedHolders
Q1 20215,830$498.0K0.1%––Holders

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