Private Wealth Partners, LLC

Position in NVS — Novartis AG

CIK 1335851 MILL VALLEY, CA

Position in NVS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$205,616

+$5,208 QoQ

Shares Held

1,312

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,306

of 1,603 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Private Wealth Partners, LLC holds $114,747,737 across 10 Drug Manufacturers - General names. NVS ranks #10 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	301,750	$38,774,875
2	ABBV	AbbVie Inc.	136,981	$34,469,898
3	JNJ	Johnson & Johnson	71,949	$18,272,887
4	PFE	Pfizer Inc	619,840	$14,925,747
5	LLY	ELI LILLY & Co	4,448	$5,335,065
6	NVO	Novo Nordisk A S	30,735	$1,473,435
7	GILD	Gilead Sciences, Inc.	6,018	$760,314
8	BMY	Bristol Myers Squibb Co	5,300	$305,386

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,616	1,312	0.0%	Shares	Sole	2026-08-03
2026-03-31	$200,408	1,312	-27.6%	Shares	Sole	2026-04-28
2025-12-31	$249,820	1,812	0.0%	Shares	Sole	2026-01-27
2025-09-30	$232,370	1,812	-21.6%	Shares	Sole	2025-11-04
2025-06-30	$279,775	2,312	+27.6%	Shares	Sole	2025-08-01
2025-03-31	$202,001	1,812	-30.0%	Shares	Sole	2025-04-22
2024-06-30	$275,731	2,590	0.0%	Shares	Sole	2024-08-08
2024-03-31	$250,530	2,590	+2.2%	Shares	Sole	2024-05-09
2023-12-31	$255,857	2,534	0.0%	Shares	Sole	2024-02-02
2023-09-30	$258,113	2,534	0.0%	Shares	Sole	2023-11-07
2023-06-30	$255,705	2,534	0.0%	Shares	Sole	2023-08-03
2023-03-31	$233,128	2,534	-22.6%	Shares	Sole	2023-05-04
2020-12-31	$309,352	3,276	-22.0%	Shares	Sole	2021-02-03
2020-09-30	$365,145	4,199	0.0%	Shares	Sole	2020-10-29
2020-06-30	$366,740	4,199	0.0%	Shares	Sole	2020-07-31
2020-03-31	$346,207	4,199	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.