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EVOKE WEALTH, LLC

Position in NVS — Novartis AG

CIK 1793432 Los Angeles, CA

Position in NVS

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$550,511
+$28,674 QoQ
Shares Held
3,604
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

All Filings in NVS

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $550,511 3,604
2025-12-31 $521,837 3,785
2025-09-30 $356,891 2,783
2025-06-30 $323,580 2,674
2025-03-31 $205,011 1,839
2024-09-30 $207,266 1,802
2022-09-30 $211,459 2,782
2022-06-30 $159,930 1,892
2022-03-31 $126,886 1,446
2021-12-31 $126,481 1,446
2021-09-30 $129,212 1,580
2021-06-30 $138,776 1,521
2021-03-31 $130,015 1,521
2020-12-31 $38,244 405
2020-09-30 $83,916 965
2020-06-30 $35,547 407
2020-03-31 $45,265 549