Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
NVS holding history
Novartis AG in every 13F filed by Meriwether Wealth & Planning, 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)
- 6,134
- Value
- $961.3K
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,134 | $961.3K | 0.5% | +61+1.0% | Added | Holders |
| Q1 2026 | 6,073 | $927.7K | 0.5% | −3,436−36.1% | Reduced | Holders |
| Q4 2025 | 9,509 | $1.31M | 0.7% | −312−3.2% | Reduced | Holders |
| Q3 2025 | 9,821 | $1.26M | 0.7% | +329+3.5% | Added | Holders |
| Q2 2025 | 9,492 | $1.15M | 0.7% | −235−2.4% | Reduced | Holders |
| Q1 2025 | 9,727 | $1.08M | 0.7% | +1,295+15.4% | Added | Holders |
| Q4 2024 | 8,432 | $820.5K | 0.6% | – | No prior filing | Holders |