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Livermore
Livermore
ZHEN

Latitude Advisors, LLC

SEC CIK
0001843715
Latest filing
Jul 27, 2026

NVS holding history

Novartis AG in every 13F filed by Latitude 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)
3,315
Value
$519.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of NVS by Latitude Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,315$519.6K0.2%−55−1.6%ReducedHolders
Q1 20263,370$514.8K0.2%−128−3.7%ReducedHolders
Q4 20253,498$482.2K0.2%00.0%UnchangedHolders
Q3 20253,498$448.5K0.2%00.0%UnchangedHolders
Q2 20253,498$423.3K0.2%+19+0.5%AddedHolders
Q1 20253,479$387.9K0.2%00.0%UnchangedHolders
Q4 20243,479$338.6K0.2%−22−0.6%ReducedHolders
Q3 20243,501$402.7K0.2%00.0%UnchangedHolders
Q2 20243,501$372.8K0.2%+2+0.1%AddedHolders
Q1 20243,499$338.4K0.2%+547+18.5%AddedHolders
Q4 20232,952$298.0K0.2%00.0%UnchangedHolders
Q3 20232,952$300.6K0.2%00.0%UnchangedHolders
Q2 20232,952$297.8K0.2%00.0%UnchangedHolders
Q1 20232,952$271.5K0.2%+3+0.1%AddedHolders
Q4 20222,949$267.6K0.2%−256−8.0%ReducedHolders
Q3 20223,205$244.0K0.2%−2−0.1%ReducedHolders
Q2 20223,207$271.0K0.2%−6,418−66.7%ReducedHolders
Q1 20229,625$845.0K0.2%+2,776+40.5%AddedHolders
Q4 20216,849$599.0K0.2%−484−6.6%ReducedHolders
Q3 20217,333$600.0K0.2%+3,715+102.7%AddedHolders
Q2 20213,618$330.0K0.2%+41+1.1%AddedHolders
Q1 20213,577$306.0K0.3%––Holders

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