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Old Port Advisors

SEC CIK
0001744348
Latest filing
Jul 21, 2026

NVS holding history

Novartis AG in every 13F filed by Old Port Advisors, 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)
21,266
Value
$3.33M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of NVS by Old Port Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,266$3.33M0.7%+165+0.8%AddedHolders
Q1 202621,101$3.22M0.7%+109+0.5%AddedHolders
Q4 202520,992$2.89M0.7%+291+1.4%AddedHolders
Q3 202520,701$2.65M0.7%+295+1.4%AddedHolders
Q2 202520,406$2.47M0.7%+1,144+5.9%AddedHolders
Q1 202519,262$2.15M0.6%−284−1.5%ReducedHolders
Q4 202419,546$1.90M0.5%−31−0.2%ReducedHolders
Q3 202419,577$2.25M0.6%−267−1.3%ReducedHolders
Q2 202419,844$2.11M0.6%−114−0.6%ReducedHolders
Q1 202419,958$1.93M0.6%+142+0.7%AddedHolders
Q4 202319,816$2.00M0.7%+479+2.5%AddedHolders
Q3 202319,337$1.97M0.7%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202319,165$1.84M0.7%+1,135+6.3%AddedHolders
Q4 202218,030$1.64M0.6%+886+5.2%AddedHolders
Q3 202217,144$1.33M0.5%+683+4.1%AddedHolders
Q2 202216,461$1.39M0.5%+844+5.4%AddedHolders
Q1 202215,617$1.37M0.5%+831+5.6%AddedHolders
Q4 202114,786$1.30M0.4%+541+3.8%AddedHolders
Q3 202114,245$1.17M0.4%+2,256+18.8%AddedHolders
Q2 202111,989$1.11M0.4%+6,231+108.2%AddedHolders
Q1 20215,758$492.0K0.2%––Holders

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