Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
NVS holding history
Novartis AG in every 13F filed by Modern Wealth Management, 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)
- 9,144
- Value
- $1.43M
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,144 | $1.43M | <0.1% | −234−2.5% | Reduced | Holders |
| Q1 2026 | 9,378 | $1.45M | <0.1% | −663−6.6% | Reduced | Holders |
| Q4 2025 | 10,041 | $1.38M | <0.1% | +163+1.7% | Added | Holders |
| Q3 2025 | 9,878 | $1.27M | <0.1% | +342+3.6% | Added | Holders |
| Q2 2025 | 9,536 | $1.15M | <0.1% | +1,781+23.0% | Added | Holders |
| Q1 2025 | 7,755 | $864.4K | <0.1% | +7,755 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −1,791−100.0% | Sold out | Holders |
| Q3 2024 | 1,791 | $205.9K | <0.1% | +1,791 | New | Holders |