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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

NVS holding history

Novartis AG in every 13F filed by Ellevest, Inc., 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)
12,495
Value
$1.93M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NVS by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,495$1.93M0.2%+583+4.9%AddedHolders
Q1 202611,912$1.82M0.3%+1,995+20.1%AddedHolders
Q4 20259,917$1.37M0.2%−115−1.1%ReducedHolders
Q3 202510,032$1.29M0.2%−513−4.9%ReducedHolders
Q2 202510,545$1.28M0.2%−592−5.3%ReducedHolders
Q1 202511,137$1.24M0.1%−4,833−30.3%ReducedHolders
Q4 202415,970$1.55M0.1%−2,326−12.7%ReducedHolders
Q3 202418,296$2.10M0.1%+94+0.5%AddedHolders
Q2 202418,202$1.94M0.1%+1,952+12.0%AddedHolders
Q1 202416,250$1.57M0.1%+1,177+7.8%AddedHolders
Q4 202315,073$1.52M0.1%+445+3.0%AddedHolders
Q3 202314,628$1.49M0.1%+1,886+14.8%AddedHolders
Q2 202312,742$1.29M0.1%+1,312+11.5%AddedHolders
Q1 202311,430$1.05M0.1%+1,105+10.7%AddedHolders
Q4 202210,325$936.7K0.1%+4,367+73.3%AddedHolders
Q3 20225,958$453.0K<0.1%−4,846−44.9%ReducedHolders
Q2 202210,804$913.0K0.1%+1,874+21.0%AddedHolders
Q1 20228,930$784.0K0.1%+1,610+22.0%AddedHolders
Q4 20217,320$640.0K0.1%−240−3.2%ReducedHolders
Q3 20217,560$618.0K0.1%+1,680+28.6%AddedHolders
Q2 20215,880$536.0K0.1%+861+17.2%AddedHolders
Q1 20215,019$429.0K0.1%––Holders

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