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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

NVS holding history

Novartis AG in every 13F filed by NewEdge 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)
579,486
Value
$90.8M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of NVS by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026579,486$90.8M0.9%+32,981+6.0%AddedHolders
Q1 2026546,505$83.5M1.0%+41,166+8.1%AddedHolders
Q4 2025505,339$69.7M0.8%+18,875+3.9%AddedHolders
Q3 2025486,464$61.1M0.9%+20,548+4.4%AddedHolders
Q2 2025465,916$54.0M0.8%+34,078+7.9%AddedHolders
Q1 2025431,838$48.1M0.9%+7,190+1.7%AddedHolders
Q4 2024424,648$41.3M0.7%+32,398+8.3%AddedHolders
Q3 2024392,250$45.1M0.8%+28,190+7.7%AddedHolders
Q2 2024364,060$38.8M0.8%+9,050+2.5%AddedHolders
Q1 2024355,010$34.6M0.8%+30,109+9.3%AddedHolders
Q4 2023324,901$32.8M0.8%+43,106+15.3%AddedHolders
Q3 2023281,795$28.7M0.9%+43,547+18.3%AddedHolders
Q2 2023238,248$24.0M0.8%+111,719+88.3%AddedHolders
Q1 2023126,529$11.6M0.4%+13,847+12.3%AddedHolders
Q4 2022112,682$10.2M0.4%+6,682+6.3%AddedHolders
Q3 2022106,000$8.06M0.4%+9,209+9.5%AddedHolders
Q2 202296,791$8.18M0.4%+14,333+17.4%AddedHolders
Q1 202282,458$7.24M0.3%+9,094+12.4%AddedHolders
Q4 202173,364$6.42M0.3%+4,924+7.2%AddedHolders
Q3 202168,440$5.60M0.3%+2,782+4.2%AddedHolders
Q2 202165,658$5.99M0.5%+6,338+10.7%AddedHolders
Q1 202159,320$5.07M0.5%––Holders

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