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Tritonpoint Wealth, LLC

SEC CIK
0002008171
Latest filing
Aug 11, 2026

NVS holding history

Novartis AG in every 13F filed by Tritonpoint Wealth, 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)
1,618
Value
$253.6K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2023
Holdings of NVS by Tritonpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,618$253.6K<0.1%+1,618NewHolders
Q4 20250$00.0%−1,690−100.0%Sold outHolders
Q3 20251,690$216.7K<0.1%+16+1.0%AddedHolders
Q2 20251,674$202.6K<0.1%+1,674NewHolders
Q2 20240$00.0%−2,157−100.0%Sold outHolders
Q1 20242,157$290.5K<0.1%−720−25.0%ReducedHolders
Q4 20232,877$290.5K<0.1%–No prior filingHolders