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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

NVS holding history

Novartis AG in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
778
Value
$111.0K
% of portfolio
<0.1%
Quarters held
23
Since Q1 2021
Holdings of NVS by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026778$111.0K<0.1%−66−7.8%ReducedHolders
Q2 2026844$132.0K<0.1%−3,359−79.9%ReducedHolders
Q1 20264,203$642.0K<0.1%−609−12.7%ReducedHolders
Q4 20254,812$663.0K<0.1%−5,484−53.3%ReducedHolders
Q3 202510,296$1.32M<0.1%−69−0.7%ReducedHolders
Q2 202510,365$1.25M<0.1%00.0%UnchangedHolders
Q1 202510,365$1.16M<0.1%−174−1.7%ReducedHolders
Q4 202410,539$1.03M<0.1%−140−1.3%ReducedHolders
Q3 202410,679$1.23M0.1%+401+3.9%AddedHolders
Q2 202410,278$1.09M0.1%+76+0.7%AddedHolders
Q1 202410,202$986.8K<0.1%−53−0.5%ReducedHolders
Q4 202310,255$1.04M0.1%00.0%UnchangedHolders
Q3 202310,255$1.04M0.1%00.0%UnchangedHolders
Q2 202310,255$1.03M0.1%−93−0.9%ReducedHolders
Q1 202310,348$957.4K0.1%+146+1.4%AddedHolders
Q4 202210,202$925.5K0.1%00.0%UnchangedHolders
Q3 202210,202$775.0K0.1%00.0%UnchangedHolders
Q2 202210,202$862.0K0.1%00.0%UnchangedHolders
Q1 202210,202$895.0K0.1%+1,375+15.6%AddedHolders
Q4 20218,827$772.0K0.1%−1,375−13.5%ReducedHolders
Q3 202110,202$834.0K0.1%00.0%UnchangedHolders
Q2 202110,202$931.0K0.1%00.0%UnchangedHolders
Q1 202110,202$872.0K0.1%––Holders

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