ZEVIN ASSET MANAGEMENT LLC

Position in NVS — Novartis AG

CIK 1394096 BOSTON, MA

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,642,885

-$437,654 QoQ

Shares Held

74,291

-6.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#157

of 1,606 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

ZEVIN ASSET MANAGEMENT LLC holds $59,856,217 across 9 Drug Manufacturers - General names. NVS ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	76,892	$19,349,102
2	LLY	ELI LILLY & Co	12,300	$14,752,990
3	NVS	Novartis AG This page	74,291	$11,642,885
4	AZN	Astrazeneca PLC	58,678	$11,126,522
5	AMGN	Amgen Inc	3,256	$1,179,062
6	MRK	Merck & Co., Inc.	5,318	$683,363
7	GILD	Gilead Sciences, Inc.	4,006	$506,118
8	PFE	Pfizer Inc	14,641	$352,555

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,642,885	74,291	-6.1%	Shares	Sole	2026-08-06
2026-03-31	$12,080,539	79,087	-2.3%	Shares	Sole	2026-05-07
2025-12-31	$11,164,988	80,982	-7.1%	Shares	Sole	2026-02-12
2025-09-30	$11,183,425	87,207	-12.2%	Shares	Sole	2025-11-10
2025-06-30	$12,020,649	99,336	-2.1%	Shares	Sole	2025-08-06
2025-03-31	$11,316,223	101,509	+0.9%	Shares	Sole	2025-05-06
2024-12-31	$9,792,986	100,637	+14.4%	Shares	Sole	2025-02-10
2024-09-30	$10,114,398	87,936	-0.6%	Shares	Sole	2024-11-07
2024-06-30	$9,415,535	88,442	-2.5%	Shares	Sole	2024-07-29
2024-03-31	$8,777,086	90,738	+6.4%	Shares	Sole	2024-05-09
2023-12-31	$8,610,115	85,274	-0.5%	Shares	Sole	2024-02-07
2023-09-30	$8,727,772	85,684	+2.8%	Shares	Sole	2023-11-07
2023-06-30	$8,410,142	83,343	+1.0%	Shares	Sole	2023-08-07
2023-03-31	$7,593,496	82,538	-8.2%	Shares	Sole	2023-05-05
2022-12-31	$8,154,639	89,888	+1.1%	Shares	Sole	2023-02-07
2022-09-30	$6,761,165	88,951	+16.5%	Shares	Sole	2022-11-08
2022-06-30	$6,452,259	76,331	+0.3%	Shares	Sole	2022-08-08
2022-03-31	$6,678,038	76,103	+23.5%	Shares	Sole	2022-05-05
2021-12-31	$5,389,376	61,614	-16.2%	Shares	Sole	2022-01-27
2021-09-30	$6,012,874	73,525	+11.6%	Shares	Sole	2021-11-10
2021-06-30	$6,013,719	65,911	+5.2%	Shares	Sole	2021-08-09
2021-03-31	$5,357,800	62,679	+9.8%	Shares	Sole	2021-05-10
2020-12-31	$5,392,236	57,103	+4.4%	Shares	Sole	2021-02-11
2020-09-30	$4,755,581	54,687	-0.2%	Shares	Sole	2020-11-04
2020-06-30	$4,786,581	54,804	-1.5%	Shares	Sole	2020-08-06
2020-03-31	$4,585,951	55,621	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.