NORRIS PERNE & FRENCH LLP/MI

Position in NVS — Novartis AG

CIK 1092290 GRAND RAPIDS, MI

Position in NVS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$394,307

+$12,432 QoQ

Shares Held

2,516

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#996

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

NORRIS PERNE & FRENCH LLP/MI holds $41,974,464 across 6 Drug Manufacturers - General names. NVS ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	82,726	$21,009,922
2	MRK	Merck & Co., Inc.	145,117	$18,647,534
3	ABBV	AbbVie Inc.	3,997	$1,005,805
4	LLY	ELI LILLY & Co	594	$712,461
5	NVS	Novartis AG This page	2,516	$394,307
6	BMY	Bristol Myers Squibb Co	3,548	$204,435

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$394,307	2,516	+0.6%	Shares	Sole	2026-07-21
2026-03-31	$381,875	2,500	-0.8%	Shares	Sole	2026-04-22
2025-12-31	$347,570	2,521	0.0%	Shares	Sole	2026-01-23
2025-09-30	$323,293	2,521	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$306,276	2,531	+4.1%	Shares	Sole	2025-07-17
2025-03-31	$271,119	2,432	0.0%	Shares	Sole	2025-04-21
2024-12-31	$236,657	2,432	0.0%	Shares	Sole	2025-01-23
2024-09-30	$279,728	2,432	0.0%	Shares	Sole	2024-10-28
2024-06-30	$258,910	2,432	-13.0%	Shares	Sole	2024-07-24
2024-03-31	$270,553	2,797	-16.8%	Shares	Sole	2024-04-16
2023-12-31	$339,562	3,363	-0.3%	Shares	Sole	2024-01-22
2023-09-30	$343,573	3,373	-13.0%	Shares	Sole	2023-10-18
2023-06-30	$391,127	3,876	-1.7%	Shares	Sole	2023-07-19
2023-03-31	$362,848	3,944	+0.2%	Shares	Sole	2023-04-20
2022-12-31	$356,983	3,935	0.0%	Shares	Sole	2023-01-24
2022-09-30	$299,099	3,935	0.0%	Shares	Sole	2022-10-13
2022-06-30	$332,625	3,935	-10.9%	Shares	Sole	2022-08-11
2022-03-31	$387,591	4,417	-25.8%	Shares	Sole	2022-04-26
2021-12-31	$520,796	5,954	-52.9%	Shares	Sole	2022-01-26
2021-09-30	$1,034,353	12,648	-1.0%	Shares	Sole	2021-10-26
2021-06-30	$1,165,864	12,778	-93.6%	Shares	Sole	2021-07-20
2021-03-31	$17,064,970	199,637	-1.6%	Shares	Sole	2021-04-30
2020-12-31	$19,164,096	202,945	+15.6%	Shares	Sole	2021-01-27
2020-09-30	$15,264,436	175,534	+2.2%	Shares	Sole	2020-10-26
2020-06-30	$14,998,898	171,730	+3.4%	Shares	Sole	2020-07-23
2020-03-31	$13,698,407	166,142	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.