Forvis Mazars Wealth Advisors, LLC

Position in NVS — Novartis AG

CIK 1352864 Springfield, MO

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$323,626

+$29,735 QoQ

Shares Held

2,065

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,086

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $83,206,945 across 10 Drug Manufacturers - General names. NVS ranks #9 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	42,430	$50,891,819
2	JNJ	Johnson & Johnson	56,938	$14,460,543
3	ABBV	AbbVie Inc.	28,316	$7,125,438
4	MRK	Merck & Co., Inc.	49,526	$6,364,091
5	BMY	Bristol Myers Squibb Co	25,031	$1,442,286
6	PFE	Pfizer Inc	44,567	$1,073,173
7	AMGN	Amgen Inc	2,240	$811,148
8	AZN	Astrazeneca PLC	2,202	$417,543

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,626	2,065	+7.3%	Shares	Sole	2026-08-10
2026-03-31	$293,891	1,924	-0.4%	Shares	Sole	2026-05-01
2025-12-31	$266,364	1,932	-8.0%	Shares	Sole	2026-02-10
2025-09-30	$269,432	2,101	-20.1%	Shares	Sole	2025-10-30
2025-06-30	$318,014	2,628	-10.2%	Shares	Sole	2025-07-29
2025-03-31	$326,190	2,926	+6.9%	Shares	Sole	2025-05-13
2024-12-31	$266,240	2,736	-1.5%	Shares	Sole	2025-02-04
2024-09-30	$319,525	2,778	-1.0%	Shares	Sole	2024-11-14
2024-06-30	$298,833	2,807	+7.3%	Shares	Sole	2024-08-09
2024-03-31	$252,948	2,615	-30.9%	Shares	Sole	2024-04-19
2023-12-31	$382,272	3,786	-12.4%	Shares	Sole	2024-01-11
2023-09-30	$440,442	4,324	-39.8%	Shares	Sole	2023-10-26
2023-06-30	$724,836	7,183	+57.0%	Shares	Sole	2023-08-08
2023-03-31	$420,900	4,575	-11.7%	Shares	Sole	2023-04-27
2022-12-31	$470,111	5,182	-6.1%	Shares	Sole	2023-02-03
2022-09-30	$419,575	5,520	-7.5%	Shares	Sole	2022-10-14
2022-06-30	$504,390	5,967	+14.6%	Shares	Sole	2022-07-22
2022-03-31	$456,914	5,207	+37.9%	Shares	Sole	2022-05-10
2021-12-31	$330,199	3,775	+12.0%	Shares	Sole	2022-01-14
2021-09-30	$275,680	3,371	+32.0%	Shares	Sole	2021-10-14
2021-06-30	$232,935	2,553	-29.7%	Shares	Sole	2021-07-14
2021-03-31	$310,377	3,631	-0.5%	Shares	Sole	2021-04-23
2020-12-31	$344,669	3,650	+38.5%	Shares	Sole	2021-01-22
2020-09-30	$229,226	2,636	-1.9%	Shares	Sole	2020-11-05
2020-06-30	$234,595	2,686	+7.4%	Shares	Sole	2020-07-15
2020-03-31	$206,289	2,502	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.