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Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

NVS holding history

Novartis AG in every 13F filed by Ethic 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)
108,784
Value
$17.0M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NVS by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,784$17.0M0.2%+5,233+5.1%AddedHolders
Q1 2026103,551$15.8M0.2%+9,686+10.3%AddedHolders
Q4 202593,865$12.9M0.2%+3,010+3.3%AddedHolders
Q3 202590,855$11.7M0.2%+9,507+11.7%AddedHolders
Q2 202581,348$9.76M0.2%−4,573−5.3%ReducedHolders
Q1 202585,921$9.42M0.2%−33,752−28.2%ReducedHolders
Q4 2024119,673$11.6M0.2%−13,074−9.8%ReducedHolders
Q3 2024132,747$12.8M0.3%−8,210−5.8%ReducedHolders
Q2 2024140,957$15.0M0.4%+8,210+6.2%AddedHolders
Q1 2024132,747$12.8M0.3%+7,987+6.4%AddedHolders
Q4 2023124,760$12.6M0.4%+11,780+10.4%AddedHolders
Q3 2023112,980$11.5M0.4%+13,489+13.6%AddedHolders
Q2 202399,491$10.0M0.4%−1,612−1.6%ReducedHolders
Q1 2023101,103$9.30M0.4%−2,691−2.6%ReducedHolders
Q4 2022103,794$9.42M0.5%+33,521+47.7%AddedHolders
Q3 202270,273$5.34M0.4%−11,612−14.2%ReducedHolders
Q2 202281,885$6.92M0.5%+4,598+5.9%AddedHolders
Q1 202277,287$6.78M0.5%+37,008+91.9%AddedHolders
Q4 202140,279$3.52M0.3%+3,564+9.7%AddedHolders
Q3 202136,715$3.00M0.3%+12,850+53.8%AddedHolders
Q2 202123,865$2.18M0.3%+12,675+113.3%AddedHolders
Q1 202111,190$957.0K0.2%––Holders

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