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Livermore
Livermore
ZHEN

Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

NVS holding history

Novartis AG in every 13F filed by Arkadios Wealth Advisors, 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)
39,601
Value
$6.21M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of NVS by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,601$6.21M0.1%+3,401+9.4%AddedHolders
Q1 202636,200$5.53M0.1%+1,357+3.9%AddedHolders
Q4 202534,843$4.80M0.1%+3,189+10.1%AddedHolders
Q3 202531,654$4.06M0.1%+6,025+23.5%AddedHolders
Q2 202525,629$3.10M0.1%−886−3.3%ReducedHolders
Q1 202526,515$2.96M0.1%+18,028+212.4%AddedHolders
Q4 20248,487$825.9K<0.1%+2,336+38.0%AddedHolders
Q3 20246,151$707.5K<0.1%−870−12.4%ReducedHolders
Q2 20247,021$747.5K0.1%+4,568+186.2%AddedHolders
Q1 20242,453$237.3K<0.1%+87+3.7%AddedHolders
Q4 20232,366$238.9K<0.1%−129−5.2%ReducedHolders
Q3 20232,495$254.2K<0.1%+440+21.4%AddedHolders
Q2 20232,055$207.4K<0.1%+2,055NewHolders
Q1 20230$00.0%−3,075−100.0%Sold outHolders
Q4 20223,075$279.0K<0.1%−820−21.1%ReducedHolders
Q3 20223,895$296.0K<0.1%−191−4.7%ReducedHolders
Q2 20224,086$345.0K0.1%+298+7.9%AddedHolders
Q1 20223,788$332.0K<0.1%+493+15.0%AddedHolders
Q4 20213,295$288.0K<0.1%+1,304+65.5%AddedHolders
Q3 20211,991$162.0K<0.1%−231−10.4%ReducedHolders
Q2 20212,222$202.0K<0.1%+1,417+176.0%AddedHolders
Q1 2021805$68.0K<0.1%––Holders

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