Focus Partners Wealth

Position in NVS — Novartis AG

CIK 1542153 ST LOUIS, MO

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$36,932,165

-$5,903,212 QoQ

Shares Held

235,657

-16.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#75

of 1,603 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Healthcare · as of Jun 30, 2026

Focus Partners Wealth holds $1,442,065,327 across 15 Drug Manufacturers - General names. NVS ranks #8 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	1,488,289	$377,980,757
2	LLY	ELI LILLY & Co	260,045	$311,905,800
3	ABBV	AbbVie Inc.	929,566	$233,915,988
4	MRK	Merck & Co., Inc.	1,375,512	$176,753,292
5	AMGN	Amgen Inc	315,585	$114,279,640
6	PFE	Pfizer Inc	2,693,994	$64,871,375
7	GILD	Gilead Sciences, Inc.	475,579	$60,084,650
8	NVS	Novartis AG This page	235,657	$36,932,165

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,932,165	235,657	-16.0%	Shares	Sole	2026-08-12
2026-03-31	$42,835,377	280,428	+34.5%	Shares	Sole	2026-05-15
2025-12-31	$28,754,167	208,560	+272.8%	Shares	Sole	2026-02-13
2025-09-30	$7,174,258	55,944	+8.3%	Shares	Sole	2025-11-14
2025-06-30	$6,248,593	51,637	+8.6%	Shares	Sole	2025-08-14
2025-03-31	$5,300,651	47,548	+16.8%	Shares	Sole	2025-05-20
2024-12-31	$3,960,419	40,699	+37.3%	Shares	Sole	2025-05-20
2024-09-30	$3,408,847	29,637	-18.5%	Shares	Sole	2024-11-14
2024-06-30	$3,873,440	36,384	+20.6%	Shares	Sole	2024-08-15
2024-03-31	$2,918,634	30,173	+316.5%	Shares	Sole	2024-05-16
2023-12-31	$731,426	7,244	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.