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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

NVS holding history

Novartis AG in every 13F filed by Wealthspire Advisors, 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)
5,454
Value
$854.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of NVS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,454$854.7K<0.1%−581−9.6%ReducedHolders
Q1 20266,035$921.8K<0.1%−221−3.5%ReducedHolders
Q4 20256,256$862.5K<0.1%+2,721+77.0%AddedHolders
Q3 20253,535$453.4K<0.1%−1,017−22.3%ReducedHolders
Q2 20254,552$550.9K<0.1%+423+10.2%AddedHolders
Q1 20254,129$460.3K<0.1%+1,319+46.9%AddedHolders
Q4 20242,810$273.5K<0.1%−440−13.5%ReducedHolders
Q3 20243,250$373.9K<0.1%+132+4.2%AddedHolders
Q2 20243,118$332.0K<0.1%−27−0.9%ReducedHolders
Q1 20243,145$305.2K<0.1%−87−2.7%ReducedHolders
Q4 20233,232$326.3K<0.1%+30+0.9%AddedHolders
Q3 20233,202$326.1K<0.1%+766+31.4%AddedHolders
Q2 20232,436$245.8K<0.1%−375−13.3%ReducedHolders
Q1 20232,811$258.6K<0.1%−2,382−45.9%ReducedHolders
Q4 20225,193$471.1K<0.1%+1,419+37.6%AddedHolders
Q3 20223,774$287.0K<0.1%+628+20.0%AddedHolders
Q2 20223,146$266.0K<0.1%+596+23.4%AddedHolders
Q1 20222,550$224.0K<0.1%−2,498−49.5%ReducedHolders
Q4 20215,048$442.0K<0.1%−3,602−41.6%ReducedHolders
Q3 20218,650$707.0K<0.1%+8,650NewHolders
Q2 20210$00.0%−4,982−100.0%Sold outHolders
Q1 20214,982$426.0K<0.1%––Holders

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