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Live Oak Private Wealth LLC → NVSEF
Live Oak Private Wealth LLC NVSEF Position History
Novartis AG
Quarters held
4
Latest value
$10.3M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.6M |
| Q1 2026 | $11.5M |
| Q2 2026 | $11.4M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 72.1K | — | — |
| Q2 2026 | $11.4M | 72.4K | — | — |
| Q1 2026 | $11.5M | 75.3K | — | — |
| Q4 2025 | $10.6M | 76.6K | — | — |
Other funds holding NVSEF
$1.9B
$1.7B
$1.7B
$1.4B
$1.4B
$1.3B