MARIETTA INVESTMENT PARTNERS LLC

Position in NVS — Novartis AG

CIK 1114702 MILWAUKEE, WI

Position in NVS

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

Position Value

$3,137,377

+$79,475 QoQ

Shares Held

20,019

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#342

of 1,603 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

MARIETTA INVESTMENT PARTNERS LLC holds $16,315,000 across 5 Drug Manufacturers - General names. NVS ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	5,885	$7,058,646
2	BMY	Bristol Myers Squibb Co	66,262	$3,818,016
3	NVS	Novartis AG This page	20,019	$3,137,377
4	AZN	Astrazeneca PLC	7,929	$1,503,496
5	JNJ	Johnson & Johnson	3,140	$797,465

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,137,377	20,019	0.0%	Shares	Sole	2026-08-12
2026-03-31	$3,057,902	20,019	+9.8%	Shares	Sole	2026-04-28
2025-12-31	$2,514,335	18,237	+2.7%	Shares	Sole	2026-02-10
2025-09-30	$2,276,131	17,749	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$2,069,755	17,104	-3.4%	Shares	Sole	2025-08-12
2025-03-31	$1,973,641	17,704	-0.6%	Shares	Sole	2025-05-07
2024-12-31	$1,733,480	17,814	-15.8%	Shares	Sole	2025-02-11
2024-09-30	$2,433,133	21,154	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$2,278,669	21,404	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$2,083,951	21,544	+1.9%	Shares	Sole	2024-05-13
2023-12-31	$2,135,717	21,152	+57.0%	Shares	Sole	2024-02-13
2023-09-30	$1,372,257	13,472	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$1,350,377	13,382	+466.6%	Shares	Sole	2023-08-14
2021-06-30	$215,508	2,362	+11.0%	Shares	Sole	2021-08-13
2020-12-31	$200,947	2,128	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.