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BENJAMIN EDWARDS INC

Position in NVS — Novartis AG

CIK 1451623 Clayton, MO

Position in NVS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$937,028
+$134,633 QoQ
Shares Held
5,979
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#642
of 1,603 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

BENJAMIN EDWARDS INC holds $255,301,186 across 13 Drug Manufacturers - General names. NVS ranks #12 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $937,028 5,979
2026-03-31 $802,395 5,253
2025-12-31 $680,526 4,936
2025-09-30 $627,092 4,890
2025-06-30 $520,343 4,300
2025-03-31 $456,399 4,094
2024-12-31 $3,593,949 36,933
2024-09-30 $5,232,374 45,491
2024-06-30 $2,547,587 23,930
2024-03-31 $2,295,983 23,736
2023-12-31 $2,327,762 23,054
2023-09-30 $2,761,220 27,108
2023-06-30 $2,399,034 23,774
2023-03-31 $1,844,048 20,044
2022-12-31 $1,638,584 18,062
2022-09-30 $1,203,238 15,830
2022-06-30 $1,414,947 16,739
2022-03-31 $1,508,773 17,194
2021-12-31 $1,017,538 11,633
2021-09-30 $41,462 507
2021-06-30 $18,248 200
2021-03-31 $17,096 200
2020-12-31 $18,886 200
2020-09-30 $17,392 200
2020-06-30 $17,468 200
2020-03-31 $16,490 200