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StrongBox Wealth, LLC

SEC CIK
0001812155
Latest filing
Jul 23, 2026

NVS holding history

Novartis AG in every 13F filed by StrongBox 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)
6,789
Value
$1.06M
% of portfolio
0.3%
Quarters held
16
Since Q2 2022
Holdings of NVS by StrongBox Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,789$1.06M0.3%00.0%UnchangedHolders
Q1 20266,789$1.04M0.3%00.0%UnchangedHolders
Q4 20256,789$936.0K0.3%+850+14.3%AddedHolders
Q3 20255,939$761.6K0.3%+200+3.5%AddedHolders
Q2 20255,739$694.5K0.3%00.0%UnchangedHolders
Q1 20255,739$639.8K0.3%+210+3.8%AddedHolders
Q4 20245,529$538.0K0.2%−201−3.5%ReducedHolders
Q3 20245,730$659.1K0.3%+592+11.5%AddedHolders
Q2 20245,138$547.0K0.3%+1,855+56.5%AddedHolders
Q1 20243,283$317.6K0.2%+157+5.0%AddedHolders
Q4 20233,126$315.6K0.2%+430+15.9%AddedHolders
Q3 20232,696$274.6K0.2%−245−8.3%ReducedHolders
Q2 20232,941$296.8K0.2%+100+3.5%AddedHolders
Q1 20232,841$261.4K0.2%+350+14.1%AddedHolders
Q4 20222,491$226.0K0.2%+2,491NewHolders
Q3 20220$00.0%−2,446−100.0%Sold outHolders
Q2 20222,446$207.0K0.1%+2,446NewHolders