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Canopy Partners, LLC

SEC CIK
0001960860
Latest filing
Jul 22, 2026

NVS holding history

Novartis AG in every 13F filed by Canopy Partners, 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)
3,458
Value
$541.9K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of NVS by Canopy Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,458$541.9K0.2%−21−0.6%ReducedHolders
Q1 20263,479$531.4K0.2%00.0%UnchangedHolders
Q4 20253,479$479.6K0.2%+126+3.8%AddedHolders
Q3 20253,353$430.0K0.1%+230+7.4%AddedHolders
Q2 20253,123$377.9K0.1%+60+2.0%AddedHolders
Q1 20253,063$341.5K0.1%−75−2.4%ReducedHolders
Q4 20243,138$305.4K0.1%+25+0.8%AddedHolders
Q3 20243,113$358.1K0.2%00.0%UnchangedHolders
Q2 20243,113$331.4K0.2%+15+0.5%AddedHolders
Q1 20243,098$299.7K0.1%+303+10.8%AddedHolders
Q4 20232,795$282.2K0.2%–No prior filingHolders