UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in NVS — Novartis AG

CIK 1463217 IRVING, TX

Back to NVS Full portfolio

Position in NVS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$14,068,754

+$7,353 QoQ

Shares Held

89,770

-2.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#139

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $392,709,829 across 14 Drug Manufacturers - General names. NVS ranks #7 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	74,694	$89,590,231
2	JNJ	Johnson & Johnson	345,519	$87,751,460
3	ABBV	AbbVie Inc.	254,843	$64,128,692
4	NVO	Novo Nordisk A S	1,000,682	$47,972,695
5	AMGN	Amgen Inc	90,846	$32,897,153
6	MRK	Merck & Co., Inc.	142,059	$18,254,581
7	NVS	Novartis AG This page	89,770	$14,068,754
8	GILD	Gilead Sciences, Inc.	108,152	$13,663,923

All Filings in NVS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,068,754	89,770	-2.5%	Shares	Defined	2026-08-17
2026-03-31	$14,061,401	92,055	+8.2%	Shares	Defined	2026-05-15
2025-12-31	$11,724,602	85,041	+5.0%	Shares	Defined	2026-02-17
2025-09-30	$10,382,310	80,960	+5.9%	Shares	Defined	2025-11-14
2025-06-30	$9,251,456	76,452	-0.6%	Shares	Defined	2025-08-11
2025-03-31	$8,570,359	76,878	-1.1%	Shares	Defined	2025-05-13
2024-12-31	$7,564,684	77,738	-3.4%	Shares	Defined	2025-02-13
2024-09-30	$9,259,685	80,505	-2.5%	Shares	Defined	2024-11-12
2024-06-30	$8,788,911	82,556	+4.5%	Shares	Defined	2024-08-14
2024-03-31	$7,642,734	79,011	-8.8%	Shares	Defined	2024-05-15
2023-12-31	$8,743,800	86,598	-20.5%	Shares	Defined	2024-02-14
2023-09-30	$11,100,499	108,978	-4.0%	Shares	Defined	2023-11-14
2023-06-30	$11,458,835	113,555	-8.3%	Shares	Defined	2023-08-14
2023-03-31	$11,395,212	123,861	-2.8%	Shares	Defined	2023-08-15
2022-12-31	$11,556,095	127,382	-0.7%	Shares	Defined	2023-02-15
2022-09-30	$9,749,498	128,266	+200.8%	Shares	Defined	2022-11-14
2022-06-30	$3,604,443	42,641	+3.8%	Shares	Defined	2022-08-11
2022-03-31	$3,605,735	41,091	+0.7%	Shares	Defined	2022-05-16
2021-12-31	$3,568,776	40,800	-13.7%	Shares	Defined	2022-02-14
2021-09-30	$3,867,866	47,296	+0.5%	Shares	Defined	2021-11-15
2021-06-30	$4,292,294	47,044	-7.6%	Shares	Defined	2021-08-13
2021-03-31	$4,353,410	50,929	-2.3%	Shares	Defined	2021-05-14
2020-12-31	$4,920,558	52,108	-3.7%	Shares	Defined	2021-02-17
2020-09-30	$4,705,840	54,115	-6.2%	Shares	Defined	2020-11-13
2020-06-30	$5,038,120	57,684	+27.1%	Shares	Defined	2020-08-13
2020-03-31	$3,742,652	45,393	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.