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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

NVS holding history

Novartis AG in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of NVS by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,604−100.0%Sold outHolders
Q1 20263,604$550.6K<0.1%−181−4.8%ReducedHolders
Q4 20253,785$521.9K<0.1%+1,002+36.0%AddedHolders
Q3 20252,783$356.9K<0.1%+109+4.1%AddedHolders
Q2 20252,674$323.6K<0.1%+835+45.4%AddedHolders
Q1 20251,839$212.4K<0.1%+1,839NewHolders
Q4 20240$00.0%−1,802−100.0%Sold outHolders
Q3 20241,802$207.3K<0.1%+1,802NewHolders
Q4 20220$00.0%−2,782−100.0%Sold outHolders
Q3 20222,782$211.0K<0.1%+890+47.0%AddedHolders
Q2 20221,892$160.0K<0.1%+446+30.8%AddedHolders
Q1 20221,446$127.0K<0.1%00.0%UnchangedHolders
Q4 20211,446$126.0K<0.1%−134−8.5%ReducedHolders
Q3 20211,580$129.0K<0.1%+59+3.9%AddedHolders
Q2 20211,521$139.0K<0.1%00.0%UnchangedHolders
Q1 20211,521$130.0K<0.1%––Holders

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