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Great Valley Advisor Group, Inc.

SEC CIK
0001769897
Latest filing
Aug 10, 2026

NVS holding history

Novartis AG in every 13F filed by Great Valley Advisor Group, 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 2026)
21,792
Value
$3.42M
% of portfolio
0.1%
Quarters held
16
Since Q3 2021
Holdings of NVS by Great Valley Advisor Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,792$3.42M0.1%+1,210+5.9%AddedHolders
Q1 202620,582$3.14M0.1%−18,369−47.2%ReducedHolders
Q4 202538,951$5.37M0.1%−8,319−17.6%ReducedHolders
Q3 202547,270$6.06M0.1%−4,752−9.1%ReducedHolders
Q2 202552,022$6.30M0.1%+37,429+256.5%AddedHolders
Q1 202514,593$1.63M<0.1%−28,462−66.1%ReducedHolders
Q4 202443,055$4.19M0.1%+3,391+8.5%AddedHolders
Q3 202439,664$4.56M0.1%+8,321+26.5%AddedHolders
Q2 202431,343$3.34M0.1%+31,343NewHolders
Q4 20230$00.0%−4,847−100.0%Sold outHolders
Q3 20234,847$493.5K<0.1%+1,162+31.5%AddedHolders
Q2 20233,685$372.2K<0.1%+3,685NewHolders
Q4 20220$00.0%−3,576−100.0%Sold outHolders
Q3 20223,576$272.0K<0.1%+269+8.1%AddedHolders
Q2 20223,307$280.0K<0.1%+823+33.1%AddedHolders
Q1 20222,484$217.0K<0.1%−172−6.5%ReducedHolders
Q4 20212,656$229.0K<0.1%−594−18.3%ReducedHolders
Q3 20213,250$265.0K<0.1%+3,250NewHolders