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MONECO Advisors, LLC

SEC CIK
0001765690
Latest filing
Aug 11, 2026

NVS holding history

Novartis AG in every 13F filed by MONECO 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)
2,613
Value
$409.5K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2023
Holdings of NVS by MONECO Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,613$409.5K<0.1%+44+1.7%AddedHolders
Q1 20262,569$392.4K<0.1%−45−1.7%ReducedHolders
Q4 20252,614$360.4K<0.1%00.0%UnchangedHolders
Q3 20252,614$335.2K<0.1%−21−0.8%ReducedHolders
Q2 20252,635$318.8K<0.1%+32+1.2%AddedHolders
Q1 20252,603$290.2K<0.1%+2,603NewHolders
Q4 20240$00.0%−1,847−100.0%Sold outHolders
Q3 20241,847$212.4K<0.1%−190−9.3%ReducedHolders
Q2 20242,037$216.8K<0.1%+2,037NewHolders
Q1 20240$00.0%−2,095−100.0%Sold outHolders
Q4 20232,095$211.5K<0.1%−44−2.1%ReducedHolders
Q3 20232,139$217.8K0.1%+2+0.1%AddedHolders
Q2 20232,137$215.6K0.1%+2,137NewHolders