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Roundview Capital LLC

Position in NVS — Novartis AG

CIK 1476804 PRINCETON, NJ

Position in NVS

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$424,241
+$10,747 QoQ
Shares Held
2,707
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#962
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

Roundview Capital LLC holds $44,317,424 across 9 Drug Manufacturers - General names. NVS ranks #7 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 NVS
Novartis AG
This page
2,707 $424,241

All Filings in NVS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $424,241 2,707
2026-03-31 $413,494 2,707
2025-12-31 $373,765 2,711
2025-09-30 $339,194 2,645
2025-06-30 $320,071 2,645
2025-03-31 $296,313 2,658
2024-12-31 $273,149 2,807
2024-09-30 $305,723 2,658
2024-06-30 $282,970 2,658
2024-03-31 $260,590 2,694
2023-12-31 $295,236 2,924
2023-09-30 $301,403 2,959
2023-06-30 $298,592 2,959
2023-03-31 $272,228 2,959
2022-12-31 $797,065 8,786
2022-09-30 $667,823 8,786
2022-06-30 $740,651 8,762
2022-03-31 $768,865 8,762
2021-12-31 $773,147 8,839
2021-09-30 $796,210 9,736
2021-06-30 $901,359 9,879
2021-03-31 $844,456 9,879
2020-12-31 $918,520 9,727
2020-09-30 $842,381 9,687
2020-06-30 $846,761 9,695
2020-03-31 $816,007 9,897