Skip to main content

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

NVS holding history

Novartis AG in every 13F filed by Raffa Wealth Management, 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)
319
Value
$50.0K
% of portfolio
<0.1%
Quarters held
50
Since Q4 2013
Holdings of NVS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319$50.0K<0.1%+20+6.7%AddedHolders
Q1 2026299$45.7K<0.1%−15−4.8%ReducedHolders
Q4 2025314$43.3K<0.1%+18+6.1%AddedHolders
Q3 2025296$38.0K<0.1%+24+8.8%AddedHolders
Q2 2025272$32.9K<0.1%00.0%UnchangedHolders
Q1 2025272$30.3K<0.1%00.0%UnchangedHolders
Q4 2024272$26.5K<0.1%00.0%UnchangedHolders
Q3 2024272$31.3K<0.1%−40−12.8%ReducedHolders
Q2 2024312$33.2K<0.1%+40+14.7%AddedHolders
Q1 2024272$26.3K<0.1%00.0%UnchangedHolders
Q4 2023272$27.5K<0.1%+135+98.5%AddedHolders
Q3 2023137$14.0K<0.1%00.0%UnchangedHolders
Q2 2023137$13.8K<0.1%00.0%UnchangedHolders
Q1 2023137$12.6K<0.1%00.0%UnchangedHolders
Q4 2022137$12.4K<0.1%00.0%UnchangedHolders
Q3 2022137$10.4K<0.1%−44−24.3%ReducedHolders
Q2 2022181$15.3K<0.1%+15+9.0%AddedHolders
Q1 2022166$14.6K<0.1%−83−33.3%ReducedHolders
Q4 2021249$21.8K<0.1%+53+27.0%AddedHolders
Q3 2021196$16.0K<0.1%+26+15.3%AddedHolders
Q2 2021170$15.5K<0.1%−193−53.2%ReducedHolders
Q1 2021363$31.3K<0.1%+64+21.4%AddedHolders
Q4 2020299$28.2K<0.1%+17+6.0%Added–
Q3 2020282$24.5K<0.1%+15+5.6%Added–
Q2 2020267$23.3K<0.1%−19−6.6%Reduced–
Q1 2020286$23.5K<0.1%+211+281.3%Added–
Q4 201975$7.10K<0.1%00.0%Unchanged–
Q3 201975$6.52K<0.1%+75New–
Q2 20190$00.0%−75−100.0%Sold out–
Q1 201975$7.21K<0.1%00.0%Unchanged–
Q4 201875$6.44K<0.1%00.0%Unchanged–
Q3 201875$6.46K<0.1%00.0%Unchanged–
Q2 201875$5.67K<0.1%00.0%Unchanged–
Q1 201875$6.06K<0.1%00.0%Unchanged–
Q4 201775$6.30K<0.1%00.0%Unchanged–
Q3 201775$6.44K<0.1%00.0%Unchanged–
Q2 201775$6.26K<0.1%00.0%Unchanged–
Q1 201775$5.57K<0.1%−53−41.4%Reduced–
Q4 2016128$9.32K<0.1%00.0%Unchanged–
Q3 2016128$10.1K<0.1%00.0%Unchanged–
Q2 2016128$10.6K<0.1%00.0%Unchanged–
Q1 2016128$9.27K<0.1%00.0%Unchanged–
Q4 2015128$11.0K<0.1%+13+11.3%Added–
Q3 2015115$10.6K<0.1%00.0%Unchanged–
Q2 2015115$11.3K<0.1%+9+8.5%Added–
Q1 2015106$10.5K<0.1%−30−22.1%Reduced–
Q4 2014136$12.6K<0.1%00.0%Unchanged–
Q3 2014136$12.8K<0.1%+61+81.3%Added–
Q2 201475$6.79K<0.1%00.0%Unchanged–
Q1 201475$6.38K<0.1%−61−44.9%Reduced–
Q4 2013136$12.6K<0.1%–––

Livermore's 13F data starts with Q4 2013, so Q4 2013 has no change from the previous quarter.