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Livermore
Livermore
ZHEN

Helen Stephens Group, LLC

SEC CIK
0001895252
Latest filing
Jul 31, 2026

NVS holding history

Novartis AG in every 13F filed by Helen Stephens Group, 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)
5,661
Value
$887.2K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of NVS by Helen Stephens Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,661$887.2K0.2%+1,720+43.6%AddedHolders
Q1 20263,941$602.0K0.1%00.0%UnchangedHolders
Q4 20253,941$543.3K0.1%−1,034−20.8%ReducedHolders
Q3 20254,975$638.0K0.1%+753+17.8%AddedHolders
Q2 20254,222$510.9K0.1%00.0%UnchangedHolders
Q1 20254,222$470.7K0.1%00.0%UnchangedHolders
Q4 20244,222$410.8K0.1%00.0%UnchangedHolders
Q3 20244,222$485.6K0.1%00.0%UnchangedHolders
Q2 20244,222$449.5K0.2%00.0%UnchangedHolders
Q1 20244,222$408.4K0.2%−16−0.4%ReducedHolders
Q4 20234,238$427.9K0.2%00.0%UnchangedHolders
Q3 20234,238$431.7K0.2%00.0%UnchangedHolders
Q2 20234,238$427.7K0.2%−12−0.3%ReducedHolders
Q1 20234,250$391.0K0.2%00.0%UnchangedHolders
Q4 20224,250$385.6K0.2%−734−14.7%ReducedHolders
Q3 20224,984$379.0K0.3%+734+17.3%AddedHolders
Q2 20224,250$359.0K0.3%00.0%UnchangedHolders
Q1 20224,250$373.0K0.3%00.0%UnchangedHolders
Q4 20214,250$372.0K0.3%–No prior filingHolders