Saratoga Research & Investment Management

Position in NVS — Novartis AG

CIK 1477872 SARATOGA, CA

Position in NVS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$233,512

+$5,915 QoQ

Shares Held

1,490

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,249

of 1,603 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Healthcare · as of Jun 30, 2026

Saratoga Research & Investment Management holds $291,481,502 across 5 Drug Manufacturers - General names. NVS ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVO	Novo Nordisk A S	3,236,009	$155,134,271
2	JNJ	Johnson & Johnson	278,459	$70,720,232
3	LLY	ELI LILLY & Co	53,862	$64,603,704
4	AMGN	Amgen Inc	2,181	$789,783
5	NVS	Novartis AG This page	1,490	$233,512

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,512	1,490	0.0%	Shares	Sole	2026-07-23
2026-03-31	$227,597	1,490	0.0%	Shares	Sole	2026-05-08
2025-12-31	$205,426	1,490	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.