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Livermore
Livermore
ZHEN

Paces Ferry Wealth Advisors, LLC

SEC CIK
0001819919
Latest filing
Aug 13, 2026

NVS holding history

Novartis AG in every 13F filed by Paces Ferry Wealth Advisors, 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)
2,881
Value
$451.5K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NVS by Paces Ferry Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,881$451.5K0.2%−146−4.8%ReducedHolders
Q1 20263,027$462.4K0.2%−10.0%ReducedHolders
Q4 20253,028$417.5K0.2%−56−1.8%ReducedHolders
Q3 20253,084$395.5K0.2%00.0%UnchangedHolders
Q2 20253,084$373.2K0.2%−155−4.8%ReducedHolders
Q1 20253,239$361.1K0.2%−186−5.4%ReducedHolders
Q4 20243,425$333.3K0.2%−155−4.3%ReducedHolders
Q3 20243,580$411.8K0.2%−17−0.5%ReducedHolders
Q2 20243,597$382.9K0.2%−88−2.4%ReducedHolders
Q1 20243,685$356.4K0.2%−262−6.6%ReducedHolders
Q4 20233,947$398.5K0.3%−12−0.3%ReducedHolders
Q3 20233,959$403.3K0.3%−147−3.6%ReducedHolders
Q2 20234,106$414.3K0.3%−142−3.3%ReducedHolders
Q1 20234,248$390.8K0.3%−1,755−29.2%ReducedHolders
Q4 20226,003$544.6K0.5%−773−11.4%ReducedHolders
Q3 20226,776$515.0K0.6%−20.0%ReducedHolders
Q2 20226,778$573.0K0.6%−646−8.7%ReducedHolders
Q1 20227,424$651.0K0.5%+1,739+30.6%AddedHolders
Q4 20215,685$497.0K0.4%−2,229−28.2%ReducedHolders
Q3 20217,914$647.0K0.5%−497−5.9%ReducedHolders
Q2 20218,411$767.0K0.6%+41+0.5%AddedHolders
Q1 20218,370$715.0K0.6%––Holders

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