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Livermore
Livermore
ZHEN

Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

NVS holding history

Novartis AG in every 13F filed by Dynamic Advisor Solutions 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)
17,912
Value
$2.81M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,912$2.81M0.1%+1,298+7.8%AddedHolders
Q1 202616,614$2.54M0.1%+59+0.4%AddedHolders
Q4 202516,555$2.28M0.1%−3,311−16.7%ReducedHolders
Q3 202519,866$2.55M0.1%−511−2.5%ReducedHolders
Q2 202520,377$2.47M0.1%+3,861+23.4%AddedHolders
Q1 202516,516$1.84M0.1%−20−0.1%ReducedHolders
Q4 202416,536$1.61M0.1%−92−0.6%ReducedHolders
Q3 202416,628$1.91M0.1%−831−4.8%ReducedHolders
Q2 202417,459$1.86M0.1%+3,042+21.1%AddedHolders
Q1 202414,417$1.39M<0.1%−3,812−20.9%ReducedHolders
Q4 202318,229$1.94M0.1%−215−1.2%ReducedHolders
Q3 202318,444$1.88M0.1%+780+4.4%AddedHolders
Q2 202317,664$1.78M0.1%+3,182+22.0%AddedHolders
Q1 202314,482$1.33M0.1%+10,445+258.7%AddedHolders
Q4 20224,037$366.2K<0.1%−645−13.8%ReducedHolders
Q3 20224,682$356.0K<0.1%−196−4.0%ReducedHolders
Q2 20224,878$412.0K<0.1%+67+1.4%AddedHolders
Q1 20224,811$422.0K<0.1%+345+7.7%AddedHolders
Q4 20214,466$391.0K<0.1%+14+0.3%AddedHolders
Q3 20214,452$364.0K<0.1%−504−10.2%ReducedHolders
Q2 20214,956$452.0K<0.1%+38+0.8%AddedHolders
Q1 20214,918$420.0K<0.1%––Holders

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