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Abound Financial, LLC

SEC CIK
0002024264
Latest filing
Aug 14, 2026

NVS holding history

Novartis AG in every 13F filed by Abound Financial, 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)
771
Value
$120.8K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of NVS by Abound Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026771$120.8K<0.1%−16−2.0%ReducedHolders
Q1 2026787$120.2K0.1%−61−7.2%ReducedHolders
Q4 2025848$116.9K<0.1%+848NewHolders
Q2 20250$00.0%−932−100.0%Sold outHolders
Q1 2025932$103.9K0.1%+932NewHolders