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Chevy Chase Trust Holdings, LLC: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on NVS, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 1,033,709 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,033,709 shares
    Change vs previous 13F -16,085 shares

    0.42% of the 13F portfolio, value $162,002,900.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,049,794 shares
    Change vs previous 13F -11,578 shares

    0.46% of the 13F portfolio, value $160,356,061.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,061,372 shares
    Change vs previous 13F -74,878 shares

    0.4% of the 13F portfolio, value $146,331,333.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,136,250 shares
    Change vs previous 13F +924 shares

    0.4% of the 13F portfolio, value $145,712,676.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,135,326 shares
    Change vs previous 13F +33,954 shares

    0.4% of the 13F portfolio, value $137,385,777.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,101,372 shares
    Change vs previous 13F -59,767 shares

    0.39% of the 13F portfolio, value $122,780,944.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,161,139 shares
    Change vs previous 13F +52,044 shares

    0.34% of the 13F portfolio, value $112,990,396.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,109,095 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $127,568,060.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).