Straight Path Wealth Management
- SEC CIK
- 0001902506
- Latest filing
- Jul 27, 2026
NVS holding history
Novartis AG in every 13F filed by Straight Path Wealth Management, 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 (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −2,507−100.0% | Sold out | Holders |
| Q4 2023 | 2,507 | $253.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 2,507 | $255.4K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 2,507 | $253.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 2,507 | $230.6K | 0.2% | −7−0.3% | Reduced | Holders |
| Q4 2022 | 2,514 | $228.1K | 0.2% | +2,514 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −2,514−100.0% | Sold out | Holders |
| Q2 2022 | 2,514 | $213.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 2,514 | $221.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,514 | $220.0K | 0.2% | – | No prior filing | Holders |