BOSTON FAMILY OFFICE LLC

Family Office

Position in NVS — Novartis AG

CIK 1039807 BOSTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,665,463

+$42,189 QoQ

Shares Held

10,627

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#478

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $74,645,423 across 10 Drug Manufacturers - General names. NVS ranks #9 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	18,325	$21,979,556
2	ABBV	AbbVie Inc.	69,593	$17,512,382
3	JNJ	Johnson & Johnson	68,219	$17,325,579
4	MRK	Merck & Co., Inc.	43,081	$5,535,908
5	AMGN	Amgen Inc	10,368	$3,754,460
6	GILD	Gilead Sciences, Inc.	16,037	$2,026,114
7	BMY	Bristol Myers Squibb Co	31,077	$1,790,656
8	NVO	Novo Nordisk A S	36,941	$1,770,951

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,665,463	10,627	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,623,274	10,627	+5.9%	Shares	Sole	2026-05-13
2025-12-31	$1,383,525	10,035	-20.6%	Shares	Sole	2026-02-13
2025-09-30	$1,620,312	12,635	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$1,565,264	12,935	0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,441,993	12,935	0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,258,704	12,935	0.0%	Shares	Sole	2025-02-12
2024-09-30	$1,487,783	12,935	0.0%	Shares	Sole	2024-11-13
2024-06-30	$1,377,060	12,935	0.0%	Shares	Sole	2024-08-12
2024-03-31	$1,251,202	12,935	-1.1%	Shares	Sole	2024-05-13
2023-12-31	$1,321,192	13,085	0.0%	Shares	Sole	2024-02-12
2023-09-30	$1,332,838	13,085	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,320,407	13,085	-12.1%	Shares	Sole	2023-08-14
2023-03-31	$1,369,696	14,888	+0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,350,367	14,885	-3.9%	Shares	Sole	2023-02-07
2022-09-30	$1,177,014	15,485	0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,308,947	15,485	-2.2%	Shares	Sole	2022-08-11
2022-03-31	$1,389,521	15,835	-3.4%	Shares	Sole	2022-05-11
2021-12-31	$1,433,195	16,385	-2.6%	Shares	Sole	2022-02-14
2021-09-30	$1,375,130	16,815	-3.1%	Shares	Sole	2021-11-15
2021-06-30	$1,582,466	17,344	-2.0%	Shares	Sole	2021-08-12
2021-03-31	$1,512,483	17,694	-3.4%	Shares	Sole	2021-05-07
2020-12-31	$1,730,429	18,325	0.0%	Shares	Sole	2021-02-16
2020-09-30	$1,593,542	18,325	0.0%	Shares	Sole	2020-11-10
2020-06-30	$1,600,505	18,325	0.0%	Shares	Sole	2020-08-06
2020-03-31	$1,510,896	18,325	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.