NOVARTIS AG

Ticker: NVS CUSIP: 66987V109 Class: SPONSORED ADR

Live Oak Private Wealth LLC's Holding History (CIK: 0001799877)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 76,592 Value ($000) $10,560 Avg Close — Range —
Q3 2025
Shares 77,080 Value ($000) $9,885 Avg Close — Range —
Q2 2025
Shares 76,615 Value ($000) $9,271 Avg Close — Range —
Q1 2025
Shares 76,684 Value ($000) $8,549 Avg Close — Range —
Q4 2024
Shares 75,477 Value ($000) $7,345 Avg Close — Range —
Q3 2024
Shares 76,173 Value ($000) $8,761 Avg Close — Range —
Q2 2024
Shares 79,323 Value ($000) $8,445 Avg Close — Range —
Q1 2024
Shares 80,395 Value ($000) $7,777 Avg Close — Range —
Q4 2023
Shares 80,723 Value ($000) $8,151 Avg Close — Range —
Q3 2023
Shares 81,251 Value ($000) $8,276 Avg Close — Range —
Q2 2023
Shares 81,121 Value ($000) $8,186 Avg Close — Range —
Q1 2023
Shares 81,486 Value ($000) $7,497 Avg Close — Range —
Q4 2022
Shares 75,480 Value ($000) $6,848 Avg Close — Range —
Q3 2022
Shares 74,579 Value ($000) $5,669 Avg Close — Range —
Q2 2022
Shares 73,680 Value ($000) $6,228 Avg Close — Range —
Q1 2022
Shares 71,946 Value ($000) $6,313 Avg Close — Range —
Q4 2021
Shares 69,358 Value ($000) $6,067 Avg Close — Range —
Q3 2021
Shares 66,566 Value ($000) $5,444 Avg Close — Range —
Q2 2021
Shares 61,425 Value ($000) $5,604 Avg Close — Range —
Q1 2021
Shares 57,861 Value ($000) $4,946 Avg Close — Range —
Q4 2020
Shares 52,343 Value ($000) $4,943 Avg Close — Range —
Q3 2020
Shares 48,069 Value ($000) $4,180 Avg Close — Range —
Q2 2020
Shares 48,302 Value ($000) $4,219 Avg Close — Range —
Q1 2020
Shares 2,884 Value ($000) $238 Avg Close — Range —