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Atlantic Trust, LLC

SEC CIK
0001708001
Latest filing
Aug 6, 2026

NVS holding history

Novartis AG in every 13F filed by Atlantic Trust, 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)
550
Value
$86.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of NVS by Atlantic Trust, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026550$86.2K<0.1%00.0%UnchangedHolders
Q1 2026550$84.0K<0.1%−146−21.0%ReducedHolders
Q4 2025696$96.0K<0.1%00.0%UnchangedHolders
Q3 2025696$89.3K<0.1%−124−15.1%ReducedHolders
Q2 2025820$99.2K<0.1%+100+13.9%AddedHolders
Q1 2025720$80.3K<0.1%+200+38.5%AddedHolders
Q4 2024520$50.6K<0.1%+520NewHolders
Q2 20240$00.0%−269−100.0%Sold outHolders
Q1 2024269$26.0K<0.1%+114+73.5%AddedHolders
Q4 2023155$15.7K<0.1%+155NewHolders
Q2 20230$00.0%−2,060−100.0%Sold outHolders
Q1 20232,060$189.5K0.1%−15−0.7%ReducedHolders
Q4 20222,075$189.0K0.1%−100−4.6%ReducedHolders
Q3 20222,175$166.0K0.1%+100+4.8%AddedHolders
Q2 20222,075$176.0K0.1%00.0%UnchangedHolders
Q1 20222,075$182.0K0.1%00.0%UnchangedHolders
Q4 20212,075$182.0K0.1%00.0%UnchangedHolders
Q3 20212,075$170.0K0.1%00.0%UnchangedHolders
Q2 20212,075$189.0K0.1%00.0%UnchangedHolders
Q1 20212,075$177.0K0.1%––Holders

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