Aureus Asset Management, LLC

Position in NVS — Novartis AG

CIK 1381296 BOSTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$875,437

+$36,076 QoQ

Shares Held

5,586

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#666

of 1,603 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aureus Asset Management, LLC holds $14,021,737 across 9 Drug Manufacturers - General names. NVS ranks #7 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,359	$4,028,885
2	JNJ	Johnson & Johnson	9,201	$2,336,777
3	AMGN	Amgen Inc	4,987	$1,805,892
4	ABBV	AbbVie Inc.	6,899	$1,736,064
5	MRK	Merck & Co., Inc.	11,833	$1,520,540
6	NVO	Novo Nordisk A S	27,220	$1,304,926
7	NVS	Novartis AG This page	5,586	$875,437
8	AZN	Astrazeneca PLC	1,105	$209,530

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,437	5,586	+1.7%	Shares	Sole	2026-08-14
2026-03-31	$839,361	5,495	+27.4%	Shares	Sole	2026-05-13
2025-12-31	$594,495	4,312	+13.1%	Shares	Sole	2026-02-17
2025-09-30	$488,979	3,813	+5.2%	Shares	Sole	2025-11-17
2025-06-30	$438,419	3,623	-7.5%	Shares	Sole	2025-08-14
2025-03-31	$436,778	3,918	0.0%	Shares	Sole	2025-05-15
2024-12-31	$381,260	3,918	+103.1%	Shares	Sole	2025-02-14
2024-09-30	$221,873	1,929	-46.7%	Shares	Sole	2024-11-14
2020-12-31	$341,742	3,619	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$314,360	3,615	-6.9%	Shares	Sole	2020-11-13
2020-06-30	$339,228	3,884	+2.7%	Shares	Sole	2020-08-11
2020-03-31	$311,743	3,781	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.