Skip to main content
Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

NVS holding history

Novartis AG in every 13F filed by Beacon Pointe 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)
84,234
Value
$13.2M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of NVS by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,234$13.2M0.1%−283−0.3%ReducedHolders
Q1 202684,517$12.9M0.1%+17,935+26.9%AddedHolders
Q4 202566,582$9.18M0.1%+2,801+4.4%AddedHolders
Q3 202563,781$8.18M0.1%+2,676+4.4%AddedHolders
Q2 202561,105$7.39M0.1%+2,638+4.5%AddedHolders
Q1 202558,467$6.52M0.1%+14,626+33.4%AddedHolders
Q4 202443,841$4.27M<0.1%−4,117−8.6%ReducedHolders
Q3 202447,958$5.52M0.1%+2,035+4.4%AddedHolders
Q2 202445,923$4.89M0.1%+1,209+2.7%AddedHolders
Q1 202444,714$4.33M<0.1%+8,085+22.1%AddedHolders
Q4 202336,629$3.70M<0.1%+4,304+13.3%AddedHolders
Q3 202332,325$3.29M<0.1%+21,231+191.4%AddedHolders
Q2 202311,094$1.12M<0.1%+2,053+22.7%AddedHolders
Q1 20239,041$831.8K<0.1%−5,835−39.2%ReducedHolders
Q4 202214,876$1.35M<0.1%−131−0.9%ReducedHolders
Q3 202215,007$1.14M<0.1%−2,729−15.4%ReducedHolders
Q2 202217,736$1.50M<0.1%−14,535−45.0%ReducedHolders
Q1 202232,271$2.83M<0.1%+19,561+153.9%AddedHolders
Q4 202112,710$1.11M<0.1%−653−4.9%ReducedHolders
Q3 202113,363$1.09M<0.1%−804−5.7%ReducedHolders
Q2 202114,167$1.29M<0.1%+7,596+115.6%AddedHolders
Q1 20216,571$563.0K<0.1%––Holders

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