Narwhal Capital Management

Position in NVS — Novartis AG

CIK 1461287 MARIETTA, GA

Position in NVS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$8,259,457

+$214,420 QoQ

Shares Held

52,702

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#192

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

Narwhal Capital Management holds $69,832,145 across 5 Drug Manufacturers - General names. NVS ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	20,444	$24,521,148
2	JNJ	Johnson & Johnson	94,177	$23,918,132
3	MRK	Merck & Co., Inc.	99,503	$12,786,135
4	NVS	Novartis AG This page	52,702	$8,259,457
5	AMGN	Amgen Inc	959	$347,273

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,259,457	52,702	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$8,045,037	52,668	-2.1%	Shares	Sole	2026-04-24
2025-12-31	$7,419,060	53,812	+3.6%	Shares	Sole	2026-01-30
2025-09-30	$6,658,862	51,925	+2.3%	Shares	Sole	2025-10-24
2025-06-30	$6,142,467	50,760	-2.4%	Shares	Sole	2025-07-23
2025-03-31	$5,794,953	51,982	-2.3%	Shares	Sole	2025-04-23
2024-12-31	$5,177,670	53,208	-1.2%	Shares	Sole	2025-01-22
2024-09-30	$6,196,702	53,875	-0.2%	Shares	Sole	2024-10-22
2024-06-30	$5,745,326	53,967	+0.9%	Shares	Sole	2024-08-05
2024-03-31	$5,173,797	53,487	-0.2%	Shares	Sole	2024-04-26
2023-12-31	$5,410,275	53,583	-0.9%	Shares	Sole	2024-01-25
2023-09-30	$5,508,181	54,076	-1.5%	Shares	Sole	2023-10-30
2023-06-30	$5,539,454	54,895	-0.5%	Shares	Sole	2023-08-03
2023-03-31	$5,075,916	55,173	-0.2%	Shares	Sole	2023-05-02
2022-12-31	$5,014,910	55,279	-0.2%	Shares	Sole	2023-01-31
2022-09-30	$4,208,597	55,369	0.0%	Shares	Sole	2022-11-01
2022-06-30	$4,680,341	55,369	+1.8%	Shares	Sole	2022-08-01
2022-03-31	$4,774,740	54,413	-4.8%	Shares	Sole	2022-04-26
2021-12-31	$5,000,659	57,170	-18.3%	Shares	Sole	2022-01-26
2021-09-30	$5,719,529	69,938	-18.8%	Shares	Sole	2021-10-22
2021-06-30	$7,855,490	86,097	-14.6%	Shares	Sole	2021-07-29
2021-03-31	$8,617,153	100,809	-4.1%	Shares	Sole	2021-04-23
2020-12-31	$9,922,893	105,082	+9.9%	Shares	Sole	2021-02-02
2020-09-30	$8,316,245	95,633	+7.3%	Shares	Sole	2020-10-26
2020-06-30	$7,786,972	89,157	+7.2%	Shares	Sole	2020-07-22
2020-03-31	$6,856,542	83,160	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.