Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by Bartlett & Co. 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 overview All 13F holders of NVS Full Q2 2026 holdings

Shares (Q2 2026): 83,188
Value: $13.0M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of NVS by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	83,188	$13.0M	0.2%	−91−0.1%	Reduced	Holders
Q1 2026	83,279	$12.0M	0.2%	−1,220−1.4%	Reduced	Holders
Q4 2025	84,499	$11.6M	0.2%	−208−0.2%	Reduced	Holders
Q3 2025	84,707	$10.9M	0.1%	−1,116−1.3%	Reduced	Holders
Q2 2025	85,823	$10.4M	0.1%	+636+0.7%	Added	Holders
Q1 2025	85,187	$9.84M	0.1%	−31,302−26.9%	Reduced	Holders
Q4 2024	116,489	$11.3M	0.2%	−680−0.6%	Reduced	Holders
Q3 2024	117,169	$13.5M	0.2%	−4,507−3.7%	Reduced	Holders
Q2 2024	121,676	$13.0M	0.2%	−17,402−12.5%	Reduced	Holders
Q1 2024	139,078	$13.9M	0.2%	−11,968−7.9%	Reduced	Holders
Q4 2023	151,046	$15.1M	0.2%	−2,000−1.3%	Reduced	Holders
Q3 2023	153,046	$15.6M	0.3%	−2,722−1.7%	Reduced	Holders
Q2 2023	155,768	$15.7M	0.3%	−11,825−7.1%	Reduced	Holders
Q1 2023	167,593	$15.4M	0.3%	−10,278−5.8%	Reduced	Holders
Q4 2022	177,871	$16.1M	0.3%	−3,394−1.9%	Reduced	Holders
Q3 2022	181,265	$13.8M	0.3%	−2,848−1.5%	Reduced	Holders
Q2 2022	184,113	$15.6M	0.3%	−31,329−14.5%	Reduced	Holders
Q1 2022	215,442	$18.9M	0.3%	−543−0.3%	Reduced	Holders
Q4 2021	215,985	$18.9M	0.3%	−4,938−2.2%	Reduced	Holders
Q3 2021	220,923	$18.1M	0.3%	−1,110−0.5%	Reduced	Holders
Q2 2021	222,033	$20.3M	0.4%	−7,837−3.4%	Reduced	Holders
Q1 2021	229,870	$19.7M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.