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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

NVS holding history

Novartis AG in every 13F filed by Mutual 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)
4,166
Value
$653.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,166$653.0K<0.1%+391+10.4%AddedHolders
Q1 20263,775$576.6K<0.1%−361−8.7%ReducedHolders
Q4 20254,136$570.2K<0.1%+168+4.2%AddedHolders
Q3 20253,968$522.4K<0.1%+94+2.4%AddedHolders
Q2 20253,874$455.9K<0.1%−5,029−56.5%ReducedHolders
Q1 20258,903$998.4K<0.1%+14+0.2%AddedHolders
Q4 20248,889$869.9K<0.1%+62+0.7%AddedHolders
Q3 20248,827$998.5K<0.1%−1,945−18.1%ReducedHolders
Q2 202410,772$1.19M<0.1%−72−0.7%ReducedHolders
Q1 202410,844$1.05M<0.1%+1,672+18.2%AddedHolders
Q4 20239,172$926.1K<0.1%−2,102−18.6%ReducedHolders
Q3 202311,274$1.15M<0.1%−1,197−9.6%ReducedHolders
Q2 202312,471$1.26M<0.1%+3,232+35.0%AddedHolders
Q1 20239,239$850.0K<0.1%−283−3.0%ReducedHolders
Q4 20229,522$863.8K<0.1%+69+0.7%AddedHolders
Q3 20229,453$719.0K<0.1%−1,788−15.9%ReducedHolders
Q2 202211,241$950.0K0.1%−183−1.6%ReducedHolders
Q1 202211,424$1.00M0.1%−596−5.0%ReducedHolders
Q4 202112,020$1.05M0.1%+507+4.4%AddedHolders
Q3 202111,513$942.0K0.1%+644+5.9%AddedHolders
Q2 202110,869$992.0K0.1%+688+6.8%AddedHolders
Q1 202110,181$870.0K0.1%––Holders

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