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Abacus Wealth Partners, LLC

SEC CIK
0001978011
Latest filing
Jul 22, 2026

NVS holding history

Novartis AG in every 13F filed by Abacus Wealth 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)
8,613
Value
$1.35M
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of NVS by Abacus Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,613$1.35M0.1%−9,757−53.1%ReducedHolders
Q1 202618,370$2.81M0.3%+276+1.5%AddedHolders
Q4 202518,094$2.49M0.2%+16,328+924.6%AddedHolders
Q3 20251,766$226.5K<0.1%−225−11.3%ReducedHolders
Q2 20251,991$240.9K<0.1%+1,991NewHolders