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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

NVS holding history

Novartis AG in every 13F filed by HighMark Wealth Management 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of NVS by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−60−100.0%Sold outHolders
Q3 202560$7.69K<0.1%+60NewHolders
Q4 20240$00.0%−21−100.0%Sold outHolders
Q3 202421$2.42K<0.1%−15−41.7%ReducedHolders
Q2 202436$3.83K<0.1%00.0%UnchangedHolders
Q1 202436$3.48K<0.1%00.0%UnchangedHolders
Q4 202336$3.63K<0.1%−19−34.5%ReducedHolders
Q3 202355$5.60K<0.1%−4−6.8%ReducedHolders
Q2 202359$5.95K<0.1%00.0%UnchangedHolders
Q1 202359$5.43K<0.1%−12−16.9%ReducedHolders
Q4 202271$6.44K<0.1%00.0%UnchangedHolders
Q3 202271$5.00K<0.1%−4−5.3%ReducedHolders
Q2 202275$6.00K<0.1%00.0%UnchangedHolders
Q1 202275$7.00K<0.1%+15+25.0%AddedHolders
Q4 202160$5.00K<0.1%+13+27.7%AddedHolders
Q3 202147$4.00K<0.1%00.0%UnchangedHolders
Q2 202147$4.00K<0.1%00.0%UnchangedHolders
Q1 202147$4.00K<0.1%––Holders

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