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Asset Dedication, LLC

Position in NVS — Novartis AG

CIK 1475896 SAN FRANCISCO, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$27,739
-$22,363 QoQ
Shares Held
177
-46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,475
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

Asset Dedication, LLC holds $18,566,546 across 15 Drug Manufacturers - General names. NVS ranks #11 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NVS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,739 177
2026-03-31 $50,102 328
2025-12-31 $59,008 428
2025-09-30 $42,062 328
2025-06-30 $39,086 323
2025-03-31 $36,008 323
2024-12-31 $29,484 303
2024-09-30 $34,851 303
2024-06-30 $32,257 303
2024-03-31 $29,309 303
2023-12-31 $30,593 303
2023-09-30 $30,863 303
2023-06-30 $30,575 303
2023-03-31 $27,876 303
2022-12-31 $27,488 303
2022-09-30 $14,897 196
2022-06-30 $16,567 196
2022-03-31 $17,199 196
2021-12-31 $36,737 420
2021-09-30 $55,610 680
2021-06-30 $62,043 680
2021-03-31 $58,126 680
2020-12-31 $26,440 280
2020-09-30 $24,348 280
2020-06-30 $24,455 280
2020-03-31 $23,086 280