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GREENLEAF TRUST

Position in NVS — Novartis AG

CIK 1162170 KALAMAZOO, MI

Position in NVS

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$2,250,655
+$38,530 QoQ
Shares Held
14,361
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#401
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 10% Shared 0% None 90%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

GREENLEAF TRUST holds $96,764,438 across 14 Drug Manufacturers - General names. NVS ranks #9 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,250,655 14,361
2026-03-31 $2,212,125 14,482
2025-12-31 $1,988,636 14,424
2025-09-30 $1,756,374 13,696
2025-06-30 $1,611,126 13,314
2025-03-31 $1,964,723 17,624
2024-12-31 $1,731,436 17,793
2024-09-30 $2,024,467 17,601
2024-06-30 $1,719,967 16,156
2024-03-31 $1,679,909 17,367
2023-12-31 $1,781,615 17,645
2023-09-30 $1,799,255 17,664
2023-06-30 $1,635,650 16,209
2023-03-31 $1,442,284 15,677
2022-12-31 $1,448,344 15,965
2022-09-30 $1,220,112 16,052
2022-06-30 $1,299,310 15,371
2022-03-31 $1,271,322 14,488
2021-12-31 $1,343,101 15,355
2021-09-30 $1,732,672 21,187
2021-06-30 $1,960,747 21,490
2021-03-31 $1,938,002 22,672
2020-12-31 $1,928,071 20,418
2020-09-30 $1,768,679 20,339
2020-06-30 $1,746,013 19,991
2020-03-31 $2,092,333 25,377