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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

NVS holding history

Novartis AG in every 13F filed by Selective Wealth Management, Inc., 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 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of NVS by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−51−100.0%Sold outHolders
Q1 202251$4.00K<0.1%00.0%UnchangedHolders
Q4 202151$4.00K<0.1%00.0%UnchangedHolders
Q3 202151$4.00K<0.1%00.0%UnchangedHolders
Q2 202151$5.00K<0.1%−250−83.1%ReducedHolders
Q1 2021301$26.0K<0.1%––Holders

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