MCDANIEL TERRY & CO

Position in NVS — Novartis AG

CIK 1104366 AUSTIN, TX

Position in NVS

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

Position Value

$521,094

+$13,201 QoQ

Shares Held

3,325

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#869

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

MCDANIEL TERRY & CO holds $52,480,971 across 6 Drug Manufacturers - General names. NVS ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	186,267	$47,306,229
2	ABBV	AbbVie Inc.	12,069	$3,037,043
3	LLY	ELI LILLY & Co	749	$898,373
4	NVS	Novartis AG This page	3,325	$521,094
5	BMY	Bristol Myers Squibb Co	7,519	$433,244
6	AMGN	Amgen Inc	787	$284,988

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,094	3,325	0.0%	Shares	Sole	2026-07-30
2026-03-31	$507,893	3,325	+4.9%	Shares	Sole	2026-05-05
2025-12-31	$436,910	3,169	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$407,418	3,177	-9.2%	Shares	Sole	2025-10-22
2025-06-30	$423,535	3,500	-10.1%	Shares	Sole	2025-07-31
2025-03-31	$434,214	3,895	-1.1%	Shares	Sole	2025-04-24
2024-12-31	$383,401	3,940	-36.3%	Shares	Sole	2025-02-03
2024-09-30	$711,973	6,190	+6.4%	Shares	Sole	2024-10-23
2024-06-30	$619,597	5,820	-2.7%	Shares	Sole	2024-08-05
2024-03-31	$578,832	5,984	-48.0%	Shares	Sole	2024-04-29
2023-12-31	$1,162,265	11,511	0.0%	Shares	Sole	2024-01-24
2023-09-30	$1,172,510	11,511	0.0%	Shares	Sole	2023-10-23
2023-06-30	$1,161,575	11,511	-0.1%	Shares	Sole	2023-07-21
2023-03-31	$1,060,116	11,523	-1.5%	Shares	Sole	2023-05-05
2022-12-31	$1,061,242	11,698	-4.8%	Shares	Sole	2023-01-23
2022-09-30	$934,010	12,288	-3.7%	Shares	Sole	2022-10-06
2022-06-30	$1,078,687	12,761	-31.5%	Shares	Sole	2022-07-28
2022-03-31	$1,634,080	18,622	-89.0%	Shares	Sole	2022-04-27
2021-12-31	$14,756,363	168,702	-20.6%	Shares	Sole	2022-01-20
2021-09-30	$17,376,205	212,475	+3.1%	Shares	Sole	2021-12-06
2021-06-30	$18,797,264	206,020	+1.4%	Shares	Sole	2021-08-11
2021-03-31	$17,366,031	203,159	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$18,986,945	201,069	+2.0%	Shares	Sole	2021-02-12
2020-09-30	$17,138,772	197,088	+0.5%	Shares	Sole	2020-11-09
2020-06-30	$17,132,090	196,154	-2.5%	Shares	Sole	2020-08-13
2020-03-31	$16,590,589	201,220	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.